Latest News

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  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
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  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
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  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
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  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
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  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
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  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
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  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
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  Markets Unraveling

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

  • March 19, 2020
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• 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
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  Marathon Oil Increased

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

  • March 6, 2020
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