No Time For Heroes

  The Insiders Fund, went 80% to cash last Wednesday in part market-driven, in part disillusioned with the likelihood of a China trade deal.  The Fund had a great run up this year, over 24%, and…


Time to buy more airlines $DAL,$UAL,$LUV

I think the Trump admistration will eventually throw US carriers a big bone with some sanctions against the Gulf carriers and other state owned airlines plus some insider buying, low valuations,…


Notes from Enercom 2012

First of all men's suits are back in force.  Everyone is wearing a suit.  My big takeway besides men's haberdashery is that every single company presenting (and there are a lot of them- just about…