Featured Articles
Wrapping Up Portfolio Performance Through May
Tim McPartland | May 29, 2015
May 31, 2015 11 pmConservative, income investing has become infinitely more difficult in the last 1-2 months as markets have gyrated while attempting to figure out the future direction of the U.S. and the global economy. As is normal there remains no concensus on anything. We don't think that it will be any easier the rest of the…
Markets Not Liking These Soft GDP Numbers
Tim McPartland | May 29, 2015
These markets continue to remain confused by the GDP number which was reaffirmed as very soft this morning (down -.7% in the first quarter). This is spite of all the 'smart people' on CNBC saying things like 'we continue to expect a 2.5% increase in GDP this year'. Knowing what I know at this very moment I say 'baloney'. With…
Triangle Capital Calls a Note – Pondering Some ‘Harvesting’
Tim McPartland | May 28, 2015
Triangle Capital (ticker:TCAP) has called their 7% notes (ticker:TCC) for 6/22/2015. These notes had a maturity date of 3/15/2019. Unfortunately we have these in the 2015 Blended Income Portfolio as well as in our personal accounts. The positive spin for us is that while we lose a issue we wanted to hold to maturity we generate some cash which was…
Living on the Edge. These Markets are on Borrowed Time.
Tim McPartland | May 26, 2015
While we haven't had much time to work on our website in May we have had time to read--as we always do. It doesn't take much to conclude that both the stock and bond markets are on the edge of a big time tumble---and that is exactly what we have concluded. Honestly this is a feeling we have had for…
Website Updating Etc
Tim McPartland | May 26, 2015
We just wanted to let our readers know that we have been unable to write as much as we normally do as our 'real workload' (the work that pays the bills) has been crushing. We are hoping that a week from today (June 1) we will be able to devote lots of time to the website. Remember that this website…
