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The honeymoon is over: Wall Street is finally taking Trump literally – MarketWatch

By itself, the 230-point drop in the Dow Jones Industrial Average DJIA, +0.14% this week wasn’t earth shattering: 1% gains and losses happen all the time. But the clattering sound accompanying it wasn’t hard to diagnose: It was the sound of scales falling off of Wall Street’s eyes. The market this week is dealing with […]

End of Month January 2017 Update

  The Fund was up 3.47% for the month of January versus the S&P 500 up 1.77%. As a reminder these are preliminary results and Fund Associates provides the official results. As usual we are highly liquid and can change our exposure rapidly.  At the moment we have large positions in Triumph Group and Occidental […]

Donald Trump is a disaster for Brexit

Britain could defend free-trade far more effectively with the EU’s bulk behind it — and could also start to explore the possibilities for more EU defence co-operation. As it is, Britain has been thrown into the arms of an American president that the UK’s foreign secretary has called a madman.In the declining years of the […]

France, Germany and the Netherlands: The elections that could derail the EU in 2017 – France 24

After Brexit rattled the European Union in 2016, a string of high-stakes elections in France, Germany and the Netherlands – along with possibly Italy – could bring even greater uncertainty to the bloc in the year to come. Source: France, Germany and the Netherlands: The elections that could derail the EU in 2017 – France […]