Here is a list of current holdings/recently sold/and those blogged about but not bought this year. I post this so we can all be on the same page going forward.
Categories
Here is a list of current holdings/recently sold/and those blogged about but not bought this year. I post this so we can all be on the same page going forward.
IMO…..YES
The improvement here is really substantial
Chugging alone……
Odds and ends…
Europe has been a profitable area to date…
“Double dip”……my ass…
Everything here is going to plan….
Some notes…
Odds and ends…
This is happening faster than expected…
Backs our view we are in a very gradual, not spectacular recovery….
Odds and ends…
Been wanting to get to this….