This model is on the hunt for high yielding stocks in the year ahead.
News about: “TWX”
Why we sold Gap in favor of Motorola Solutions
The Gap was sold after huge gains.
Big market risks ahead: the fiscal cliff and the election
Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses
This stock market is on track for multi-year highs
This model will remain fully invested to capture as much upside as possible while protecting against any major downside.
An Objective Farewell to Mary Meeker
Most of life’s encounters, good or bad in social welfare, present us each individually with the opportunity to choose our own long term benefits and detriments. By circumstance, I was exposed professionally to see Mary Meeker’s high times at Morgan Stanley while the ink was still wet on my undergraduate diploma. I’ll call loosely the phenomenon “Mary’s World”. In the spirit of the Holiday Season, I’d like to offer “Thanks” for the wisdom provided by a youthful exposure to Mary’s World.