Oracle is a cloud computing leader with plenty of free cash flow.
A stock market correction will yield trading opportunities
We are searching for stocks that aren't too over-extended in this bull market.
Boulder Income Fund is my Berkshire proxy trade
Boulder Income Fund has a 25% stake in Berkshire.
Why I'm shorting these three closed-end funds
All three trade at unjustified premiums to their NAV.
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.