All posts by Barron Maestro

  • Blackrock Commodities and Resources Trust
    BlackRock Resources & Commodities Strategy Trust to be Added

    The recent buyout of Checkpoint Systems (CKP) and liquidation of closed-end fund Strategic Global Income (SGL) raised the cash position in the SMA Portfolio to over 10 percent. I plan on adding BlackRock Resources & Commodities...

    • Posted June 9, 2016
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  • Meb Faber
    Mebane Faber Reveals Asset Classes Poised for Massive Gains

    Mebane Faber, co-founder and the Chief Investment Officer of Cambria Investment Management, has authored a post at his investing blog discussing the concept of mean reversion and what it could mean for several downtrodden asset classes.

    • Posted April 22, 2016
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  • Pavel Molchanov - Raymond James
    Pavel Molchanov Predicts $60 Oil by End of 2016

    In an interview on CNBC, Pavel Molchanov, Senior Vice President and energy analyst at Raymond James, discussed the state of the oil market. Molchanov pointed out the recent "watered down" deal between Saudi Arabia, Russia, Venezuela...

    • Posted February 24, 2016
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  • II Bull-bear under 1 since 1987
    Investor Sentiment at 7 Year Low

    Global stock markets have been swooning for nearly nine months. This has led to an extreme reading in investor sentiment not observed often.

    • Posted February 15, 2016
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  • Tobias Levkovich - Citi
    Tobias Levkovich Discusses Benefits to the Economy of the Oil Crash

    Tobias Levkovich, Chief U.S. equity strategist at Citigroup, was on CNBC yesterday and discussed the interrelationship between oil prices and the general economy.

    • Posted January 26, 2016
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  • Jeffrey Saut Raymond James
    Jeff Saut Sees Big Year-end Rally

    Raymond James chief investment strategist Jeffrey Saut said earlier this week stock investors should prepare for a "rip your face off type rally."

    • Posted December 18, 2015
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  • Global X MLP ETF
    Global X MLP ETF to be Added to the SMA Portfolio

    The rout in the energy complex has decimated the energy MLP sector. I plan on initiating a portfolio allocation of 3% in the Global X MLP ETF (MLPA).

    • Posted December 7, 2015
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  • Checkpoint Systems Short term chart
    Checkpoint Systems to be Added to the SMA Portfolio

    As the cash balance of the SMA Portfolio has risen to over 1% of assets, I have decided to utilize these resources to purchase a small stake in Checkpoint Systems Inc. (CKP).

    • Posted October 23, 2015
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  • James Chanos - Kynikos
    Jim Chanos Shares His Latest Short Ideas

    James Chanos, Kynikos founder & president, was on CNBC a couple of times over the past three weeks discussing his worldview and, as a specialist in short selling, some ideas.

    • Posted September 10, 2015
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  • Robert Shiller - Irrational Exuberance
    Robert Shiller Warns of Stock Market Risks

    Based on his research of historical stock market valuations via the CAPE ratio, Nobel Prize-winning economist Robert Shiller said Thursday he sees the "risk of substantial declines" ahead.

    • Posted September 4, 2015
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