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Archive for December, 2017

On the fifth day of Christmas my stock pick is Applied Materials–and five golden rings

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Time to clear away the brush in my long-term 50 Stocks portfolio–selling four stocks out of this portfolio ahead of January rebalancing

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Notes You Need for December 29: GS, Uber, Japan stocks, rig count

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Oil climbs again on last trading day of 2017

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On the fourth day of Christmas my stock pick is Nvidia–and four colly birds

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Notes You Need for December 28: Opioid deaths, natural gas, oil inventories, initial claims, dollar

In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes You Need. A typical post looks much like this entry from today: "10:20 a.m.: Cook County, the county that includes Chicago, has announced a lawsuit against makers of prescription opioid painkillers such as OxyContin and Percocet. The lawsuit cites the companies' "coordinated, sophisticated, and highly deceptive marketing.” Cook County has seen a 70% increase in opioid-related deaths between 2015 and 2016."

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The mess that is the tax bill just keeps getting messier

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Apple gets a two-pronged roasting and the stock stumbles

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The oddest thing about my top Black Swan pick for 2018 is that you can actually do something about it–and here’s how

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Saturday Night Quarterback (on Boxing Day), says, For the week ahead expect…

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