Monthly Archives: October 2016

Quarterly Outlook Summary

Our accounts have been performing very well this year largely due to two of our major holdings, Amazon and Oclaro. While these began as quite modest positions, they have grown sufficiently that they are both quite large in our standard … Continue reading

Posted in commentary, currencies, economics, fiscal policy, growth, inflation/deflation, interest rates, markets, outlook, portfolio management, stocks | Tagged , , , , , , , , , , , , , | Leave a comment