Trading update – part II

SCOTUS rules on ObamaCare within the next hour or two. We are only long pharma, and some AMGN. Google needs to run towards $600 here. Filled a gap at $559 which has held the last two weeks. Current Google eps … Continued

Trading update

Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice versa), and these days, when it comes to the capital markets, politics matters. Each day we seem to go back … Continued