Fund holdings 8-5-16
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Portfolio holdings 7-31-16
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Portfolio holdings 7-22-16
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Negative Interest Rates - Bloomberg QuickTake
Perhaps the rearview mirror will have shown that this was the biggest financial experiment and bubble of an era. Imagine a bank that pays negative interest. In this upside-down world, borrowers get…
Doug Kass: Im Aggressively Shorting Bonds - TheStreet
I don't know how aggressively I would short bonds, but a short play on ZROZ PIMCO 25 YR Zero Coupon ETF could eventually play out. Some time either rates will rise based on improving economic growth,…
Portfolio holdings 6-30-16
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Portfolio holdings 6-24-16
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What does Brexit mean for Trump? - Business Insider
It's tempting to look at the Brexit win and worry that it means we've underestimated Donald Trump's odds of winning the American presidential election. Source: What does Brexit mean for Trump? -…
Nomura Warns "Do Not Underestimate The Global Contagion" From Brexit | Zero Hedge
In a nutshell, Nomura expects the global impact of the Brexit to be more through the financial, confidence and psychology channels than simply through trade. Their warning is to not underestimate the…