Fixed Income Investing
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2013 Performance ReviewGiven the dismal performance of the SMA Portfolio in 2013 I've contemplated abandoning the...
- Posted June 30, 2014
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Michael Belkin’s Trade of the YearMichael Belkin, author of The Belkin Report and former vice president at Salomon Brothers'...
- Posted March 23, 2014
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Robert Amodeo and Robert DiMella Provide Insight Into the Muni Bond MarketFor those interested in the investment opportunities available in the municipal bond market, a...
- Posted February 21, 2014
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SGL Added to SMA PortfolioAs mentioned in a previous post regarding the opportunity in closed-end funds , a...
- Posted January 2, 2014
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EMD Added to SMA PortfolioAs mentioned in the previous post regarding the opportunity in closed-end funds , a...
- Posted December 20, 2013
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Year-End Opportunity in Closed-End FundsHaving invested in Closed-End Funds (CEF) many times in the past, I'm on the...
- Posted December 16, 2013
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PIMCO’s Mohamed El-Erian on Where Investors Should Place Their BetsChief executive officer and co-chief investment officer of PIMCO, Mohamed El-Erian, was asked by...
- Posted December 5, 2013
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Helima Croft Says Oil Demand Concerns Trumping Iranian ActionsThe US supply picture has really changed the dynamics...
- July 20, 2019
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Ensco Rowan PLC (ESV) Position Size IncreasedThe position in Ensco Rowan PLC (ESV) was increased...
- July 11, 2019
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Imperial Brands PLC (IMBBY) Increased in the SMA PortfolioThe position in Imperial Brands PLC (IMBBY) was increased...
- June 2, 2019
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Is the Retirement Crisis Really a Crisis?PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
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Alarming Chart of the Stock Markets of 1987 and 2012-2013Several days ago I posted a chart showing the...
- May 22, 2013
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Gary Shilling’s Favorite Investment: 30 Year Treasuries
Larry Kudlow interviewed Gary Shilling last week. Shilling continues...
- June 23, 2011
