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Tactical Update

By |2013-04-07T17:02:10-04:00April 7th, 2013|Markets|

The great thing about leverage is that, while it works, it is very profitable and it feels really good.  The bad thing about leverage is that, when it doesn't work, it can bankrupt you quickly and it feels very bad. This boom/bust scenario manifested itself in the housing market.  I'm fairly convinced that, given the monetary environment, this same equation [...]

Global Opportunities New Highs

By |2012-12-19T12:44:30-05:00December 19th, 2012|Markets, Stocks|

12 of the 27 stocks held in our Global Opportunities portfolio are trading at or near their 52 week highs: ABC, AFL, AMGN, BAM, BIIB, BK, CELG, DASTY, KMB, LXP, V and BHP I think that is pretty remarkable. Most of these stocks we've owned for some time (some of them for years) and we aren't momentum traders so this [...]

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