Latest News

  • Mobius Capital Partners
    Mark Mobius is Cautious on Recovery

    Mark Mobius, globe trotting emerging markets guru for Mobius Capital Partners, was interviewed by CNBC's Joe Kernen this morning.

    • April 17, 2020
    • 0
  • Drunken Serfs
    Global X MLP ETF Sold

    I decided to sell all Global X MLP (MLPA) holdings in the smaller accounts I manage held at Ameritrade, which includes the SMA Portfolio.

    • April 16, 2020
    • 0
  • HB4116
    Ameritrade Clipped Me for $38 Again

    A big source of aggravation for me is Ameritrade's policy of charging a $38 fee for reorganizations, without notification or consideration of the position’s value.

    • March 30, 2020
    • 0
  • INSW
    International Seaways Added

    The oil tanker companies were in the middle of a strong bull market when the coronavirus scare caused all stocks to crater.

    • March 25, 2020
    • 2
  • Misery
    Going Off the Rails

    Today I made wholesale changes to the SMA Portfolio; now being operated in a completely different manner than originally intended.

    • March 23, 2020
    • 1
  • Liferaft
    The Cure Might be Worse Than the Disease

    The quote from the illuminating article above is relevant to our current situation; in that the cure to end this virus (societal shutdown), might be worse than the disease.

    • March 22, 2020
    • 0
  • Agony
    Ameritrade and Onerous Reorganization Fees

    this is a warning to Ameritrade customers. Be congnizant of your positions because any type of reorganization is going to be fee intensive.

    • March 20, 2020
    • 1
  • Stock Collapse
    Markets Unraveling

    Coronavirus fears have created a contagion of panic on Wall Street.

    • March 19, 2020
    • 0
  • The End of the SMA Portfolio

    It's hard to do this, but this brutal blitz krieg bear market has caused me to do a lot soul searching and I've decided to change course.

    • Posted March 17, 2020
    • 0
  • MRO
    Marathon Oil Increased

    Today cash in the SMA Portfolio was used to increase the allocation in Marathon Oil (MRO).

    • March 6, 2020
    • 0