Boulder Income Fund has a 25% stake in Berkshire.
Why I'm shorting Guggenheim Strategic and Clearbridge Energy
There are some short opportunities in closed-end funds.
Our position in Blackstone looks like a winner
The private equity model delivers in this market environment.
A new lineup for the American Heroes portfolio
Here's how we refreshed the model.
Why we bought a position in the DoubleLine Income Solutions Fund
DoubleLine's Jeff Gundlach has been a stellar bond performer.
A modest proposal to save America
The U.S. is in serious trouble.
Tokyo's epic rally is showing signs of fatigue
Is a correction coming in Tokyo?
The U.S. economy's virtuous circle
My take on Boston, the markets and the economy.
Gold still has a place in a portfolio
Gold remains an insurance policy in times of distress.
Chinese search engine Baidu is a winner
Baidu.com is the Google of China.