Trimming Freeport-McMoRan (FCX) in Secular Trends Portfolio; Thanks For the Crazy Ride
The next few trading sessions will constitute what is, for me, a rash of trading as I adjust the allocations within the Secular Trends Portfolio. For readers who have been wondering why it’s been so quiet around here, I offer my apologies for not being able to speak with you more frequently.
I took on some [...]
Federal Reserve Fires Last Bullet - Historic Day for Monetary Policy
We’ve had more than a fair helping of Fed letdowns lately, so today’s announcement was just all the more impressive and historic. Even PIMCO’s Mohamed El-Erian could only say “wow” at the language and posturing made inside today’s FOMC statement.
In an unprecedented move, the benchmark fed funds rate was set to a “range” of 0% [...]
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Investopedia Commentary- Setting The Medical Records Straight (MDRX, CERN, MRGE, QSII, MDAS, GE, POOL, BC)
- Big Dividends In Utilities (PGN, POM, AEE, NI, DUK, FE, CNP, ED, SO, TE)
- Costco's Loyal Shareholder Base (COST, TGT, WMT, BJ, BBY)
- 4 Oil & Gas Companies With Momentum And Great Dividends (PWE, KGS, GEL, NGLS)
- Don't Forget The Discounters (WMT, TGT, DLTR)
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
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