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Bezos Got the Message Before the Tweet ?
DEALS | Wed Jan 4, 2017 | 4:43pm EST
Exclusive: Amazon, Forever 21 vying for bankrupt American Apparel - sources
Reuters sources interest out of Amazon (NASDAQ:AMZN), Forever 21 and others ahead of a deadli…
Real Estate Annual Performance Review from Hoya Capital Real Estate
Hoya wrote a brief annual recap this week, "REIT Awards: 2016." We noted the moderate 6-7% total return in the REIT indexes hides significant divergences within the real estate sec…
The Year in Technology: 2016 in Charts
By Shira Ovide and Rani Molla @ bloomberg.com
Amazon's Ambition Knows No Bounds: It became clear in 2016 that no industry should be free from Amazon paranoia. It's a giant retailer of every product and service,…
@Crash said If I grow DLFNX for stability
Little research got me here this eve.AFLIX
Interest rates may rise which is precisely what our fund seeks to exploit. We had anticipated that the Federal Reserve would have pulled the trigger sooner and mo…
He's Come A Long Way !
#321 Joe Mansueto
Real Time Net Worth As of 12/30/16
$2.1 Billion
2016 Forbes 400 Net Worth
$2.2 Billion
Chairman and CEO, Morningstar Inc.
Age 60
Source Of Wealth investment research, Self Made
Self-Made Score 8
Residence C…
Today the Sellers/Profit Takers Moved In
TGLDX
Quote data as of close 12/29/2016
NAV Change
$34.58
+2.03 (+6.24%)
Quote data as of close 12/30/2016
TGLDX TOCQUEVILLE GOLD FUND $33.77 -$0.81 -2.34 %
52 Week NAV Range $22.25 - $47.92
@ today's …
HERE'S A HANDY CHART Shows most of the points made.This is a weekly feature and nice re-cap of the REIT industry posted on Seeking Alpha by the authors.I've posted it on this site several times.
http://seekingalpha.com/article/4032479-real-estat…
Pimco Crown Adjusted for New Bond Era
By Lisa Abramowicz Dec 27, 2016 8:00 AM EST
I spoke with Ivascyn recently about how Pimco is approaching the year ahead given this difficult backdrop. He emphasized the process by which the Pimco team debates it…
More Unknown
Interview with a Bond Guy often cited by Gundlach
Bond expert: Markets will be tough to stomach in 'great unknown' 2017
Gail MarksJarvis
Chicago Tribune
James Bianco, 54, is known for his outspoken voice and independent views on the eco…
High Yield Continues Near Ytd Highs
Artisan ARTFX Nov 30 Commentary
In an environment characterized most notably by extraordinarily low yields, it has been our view that the non-investment grade market offers a better risk/reward proposition than …
@Zoneblitz More Options and Homework Nice table in SA article
BDC Buzz, from Seeking Alpha
Dividend investing, high income, BDCs, portfolio strategy
Baby Bonds for business development companies are finally starting to deliver attractive yields …
Thanks @Junkster
Day after your post of 12/04 bought a cef loan fund TSLF.
http://fwcapitaladvisors.com/wp-content/uploads/2016/12/TSLF_Brochure_2016_Q3.pdf
Also own RIMOX Mix of Hi-Yield/Bank Loans /Alts in EM/Euro/Domestic http://www.citynation…
@Anna, After January 20th 2017,Who knows?
China state newspaper warns Donald Trump over Taiwan:
'Pride comes before a fall'
A Chinese state-run newspaper has launched an unprecedented attack on Donald Trump
“The calculating businessman might feel…
Dow 20,000
Posted on December 12, 2016 by Bob Fleming
Acropolis Investment Management Insights
...part of the reason that it’s doing so well this year (16.4 percent, vs. 12.9 percent for the S&P 500) is that it is heavy in industrial and financi…
@VintageFreak Just talked to Bruce Fund shareholder services concerning a different matter.Rep named Joe was extremely knowledgable ,answered my concerns beyond expectations.
Shareholder Services are easy to deal with @VintageFreak
By Phone or FAX
For shareholder services, please call 800-872-7823 or by FAX at 877-513-0756
If you have questions for the fund manager, please call 312-236-9160.
http://www.thebrucefund.c…
Insurers/Hospitals Begin Lobbying Efforts
After ObamaCare: Insurers look to GOP for help
BY PETER SULLIVAN - 12/06/16 06:56 PM EST thehill.com/policy
Health insurers on Tuesday offered up a list of actions they’d like to see Congress take once the…
Highlights of the Week:
Securitized Product: November was the busiest month of CLO issuance for the year driven by refinancing and reset activity, front-running the soon-to-be-implemented Dodd-Frank risk retention requirements. In residential mortga…
And Trump's Navy. Can you say Military Industrial Complex
Politics | Sun Dec 4, 2016 | 1:57pm EST
U.S. Navy, shipbuilders ready for Trump's expansion plan
By Andrea Shalal and Mike Stone | SIMI VALLEY, Calif. Reuters
The U.S. arms industry is read…
Munis suffer worst month since 2008
S&P's index of municipal bonds fell 3.46% in November, writes Amey Stone in Barron's. That's the worst month since September 2008, when it fell 4.83%.
That interest rates rose sharply in November isn''t news,…
Get a Hammer and a Pick-up Truck !
Real Estate Review Dec. 3, 2016 8:00 AM ET Hoya Capital Real Estate
The ongoing shortage of construction labor is the biggest issue that nobody’s talking about. Tougher immigration policies will exacerbate the s…
And It Didn't Take Long
FINANCE
Goldman Sachs poised for return to power in Trump White House
By BEN WHITE 11/30/16 12:04 PM EST politico.com
“Steve Mnuchin is the Forrest Gump of the financial crisis — he managed to participate in all the worst pra…
Enough to Put Sen. Elizabeth Warren on the "Warpath" ?
Some Thoughts On Q3 U.S. GDP By Marc Chandler Seeking Alpha Contributer
...Of note, this included an 11.5% surge in domestic financial profits. Net income for the US commercial banks and savi…
For a lot,lot,lot deeper understanding and analysis of the fixed income asset class;
Jeffery Gundlach recommended/referenced this for Bond Investors in his latest webcast.
Inside the Yield Book: The Classic That Created the Science of Bond Analysi…
@David_Snowball said in May, 2016 "Small/Mid Cap Value Options" discussion.
Intrepid Endurance (formerly Intrepid Small Cap, ICMAX) - absolute value which means huge cash holdings until compelling valuations appear. Up 4% YTD despite 67% cash which …
More Optimism or " a sense of relief that the election was finally over"
The final index of consumer sentiment for November jumped to 93.8 from a preliminary reading of 91.6, according to a report released on Wednesday.
This report took on added …
Abigail Johnson on Forbes Lists
#29 Forbes 400 (2016)
#31 in 2015
#16 Power Women (2016)
The Richest Person In Every State (2016)
#65 Billionaires (2016)
#29 in United States
2016 Forbes 400 Net Worth
$13.2 Billion
President-CEO, Fidelity Investment…
@Crash said "And rising rates are hurting REIT funds. How long can we expect to wait before it all levels-off?"
Real Estate Review:Nov. 20, 2016 3:21 PM ET Hoya Capital Real Estate
REIT valuations in 2016 have been driven almost entirely by moveme…
@Crash said "rising rates are hurting REIT funds"
Here's some "medicine" for that ailment.
Reefer REIT: Innovative Industrial Properties' IPO
Nov. 9, 2016 9:34 AM ET
Innovative Industrial Properties, Inc (Pending:IIPR) has filed for an IPO seeking…
Speaking of the US $$$..
Jeffery Gundlach in Tue's Webcast did not "pound the table" predicting a higher US $$$$ but stated it would not surprise him to see 120 in the next two years...Also,"don't over analyse" and "keep your seatbelts fastened" E…
Keep waiting for PTIAX to post 3rd Q commentary .Maybe they're going the way of less monthly and/or quarterly comment?Here's snippets from just released Annual Report dated August 31,2016
The past year saw very big
changes for both the Fund and for…
Reminder
Gundlach to host his first post election webcast Tue November 15th
DoubleLine Asset Allocation - Core Fixed Income & Flexible Income Live Webcast
hosted by Jeffrey Gundlach
Tuesday, November 15, 2016 1:15 pm PT / 4:15 pm ET / 3:15 pm CT…
And eight more years later
'Atlas Shrugged': From Fiction to Fact in 52 Years
By Stephen Moore
Updated Jan. 9, 2009 11:59 p.m. ET
Ultimately, "Atlas Shrugged" is a celebration of the entrepreneur, the risk taker and the cultivator of wealth throu…
Here is Ms Abramowicz Full article from Bloomberg Gadfly/Gundlach Webcast Info
Gundlach Takes a Moral Victory Lap
By Lisa Abramowicz
...This just shows how difficult it will be to win big over the next few months, even if a money manager gets a few…
@Old_Skeet
If this down draft continues,you might have to revive these threads.Your observations and insights were appreciated and well recieved by many of us.
From January 2016...............
Day Six & Day Seven ... Recent Selling Stampede Migh…
Get in line @ Blackstone ! From The Blackstone Group LP (BX) Q3 2016 Results - Earnings Call Transcript
In the past 12 months alone, our limited partners, we call them LPs, have entrusted us with nearly $70 billion in new capital which despite $38…
