Author: Sreeni Meka Covestor model: Long Term Value Disclosure: Long BRK, THI, SEO:005490 *See important disclosures In the last three months since I wrote my previous letter this long term value portfolio returned approximately twice the S&P 500’s return. Part of the reason was outstanding short term performance by Oshkosh Corporation and […]
Daily Archives: March 10, 2011
9 posts
Zack Miller is the Managing Director of Lighthouse Capital Ltd., a boutique investment firm servicing high-net-worth investors from around the world and the author of the book Tradestreaming, which documents how investors are using new technologies to assist their investing. In this post, he highlights five companies developing new services that […]
From Big Think, Prof. Lionel Jensen of Notre Dame addresses the claim that Chinese currency manipulation is at the heart of America’s fiscal woes:
Author: Y H & C Investments Covestor model: GARP Disclosure: Long DGI, CLGX, GIGM, CASS, JMBA, DLB February 2011 was a good month for the stock market. The environment is still excellent for stocks, with the caveat being global events like the political events in the Middle East and how […]
Author: Leif Eriksen Covestor model: Performance with Protection Disclosure: Long TOT, ESV, CSCO, ITW, TEF *See important disclosures “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the […]
The Atlantic has a great interactive infographic that groups America into twelve different “states” based on economic similarities among different counties. Click through to view it: Source: “Map: The 12 States of America” The Atlantic, 3/8/11. http://www.theatlantic.com/misc/the-12-states-of-america/
emerging markets since the start of 2011: Opportunity was seen in the U.S. and Europe, so capital moved from emerging markets into the developed world.
Author: Gerry Wollert (Rebound Trading Systems) Covestor model: Rebound ETF Disclosure: None Gerry Wollert ETF March Monthly Investment Report The broader markets continued to advance during the month of February, 2011. This positive performance was encouraging given the worrisome civil unrest in Northern Africa and the Middle East. I am […]