Mike's Daily Comment
The refugee backlash has been percolating in the US and Europe for some time. Governments inability to integrate immigrants & refugees on both social and economic terms satisfactory to the voting public is clearly an explosive issue.
…also: Looking for Yield, Ozzie’s Got Some Ideas
Prime Minister Trudeau just completed a cross country tour where technology as a cause of job loss wasn’t talked about. Meanwhile John Kerry in Davos Switzerland said 85% of job loss in the last decade was due to technology.
….also from Michael: The Great Divide – Thinking With Your Head vs Knowing with Your Heart
Live from the trading desk, Victor talks bonds, stocks and trading in the Trump era, a time that appears so vastly different from the last 8 years.
….related: All star Analyst, Jack Crooks on Trump, Bonds and the US$
You probably haven’t thought about investment real estate in Winnipeg but maybe you should. Plus some Vancouver winners in this weeks Hot Properties with Ozzie Jurock.
…also: Real Estate: Ozzie Puts Out a Sell Signal
-
I know Mike is a very solid investor and respect his opinions very much. So if he says pay attention to this or that - I will.
~ Dale G.
-
I've started managing my own investments so view Michael's site as a one-stop shop from which to get information and perspectives.
~ Dave E.
-
Michael offers easy reading, honest, common sense information that anyone can use in a practical manner.
~ der_al.
-
A sane voice in a scrambled investment world.
~ Ed R.
Inside Edge Pro Contributors
Greg Weldon
Josef Schachter
Tyler Bollhorn
Ryan Irvine
Paul Beattie
Martin Straith
Patrick Ceresna
Mark Leibovit
James Thorne
Victor Adair
Buffett’s Big Trump Era Bet
Posted by Premium Research via Seeking Alpha
on Wednesday, 1 February 2017 13:58
Berkshire buys $12 billion of stock since election.
This move was largely Buffett’s.
Walgreens recuts Rite Aid deal.
Berkshire Hathaway
Berkshire (BRK.A/BRK.B) substantially grew its equity portfolio after the US presidential election. They had slightly over $100 billion in shares before the election and increased it by over 10% with new purchases since then. Next month, we will go through the specific securities purchased. The new purchases could be new positions or increases of current ones.
….read more HERE
…also:
The Next Big Milestone