The USPS yesterday proposed another rate hike. How has our magnanimous monopolist fared against the overall inflation, and should you stock up on forever stamps? Find out here.
DoubleLine's founder and fixed income star Mr. Gundlach recently wrote a piece in Pensions and Investments regarding his fund's positioning for deflation and his insurance in case of inflation. I comment on some of the points he makes in the article. The fixed income world is often perceived as more cerebral than the equity world, so I tune in more to guys like him than to most equity commentators. No one calls Cramer from Kansas saying "Cramer, I got this Kraft 2015 5 7/8's: is it going up?"
ANF came through in June. A look at the attached same store sales tracking shows clear improvement in every segment of their business. Even Hollister posted a 7% comp- not bad!
What a week. Basically, the two markets I happened to focus in on this week, was the E-mini S&P 500 Futures, and ...
Attached is the current DSD sheet, with today's trades. Up 17.1% for the year vs SPX -4.9%.
I spent much of the three-day weekend looking at charts and fundamentals for stocks. I have a whopping 6 trades to do today as a result.
This contains the write-ups for the invidual positions in the BCIF portfolio as of the launch date.
I hope everyone has had a good a morning as the one that I've been having ...
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