I head up the team at INK Research and edit the daily Morning INK and weekly Market INK reports. INK stands for Insider News and Knowledge. All ideas subject to our disclaimer available on our INK Research website.
Dan has been active in finance, strategy & business building for more than two decades. He has focused on technology & media for most of that time. His notes are here & in his book, The Age of Convergence (2013).
Long-term-trader, who since 1989, avoids noise, manages risk, trades price trends, welcomes breakouts & follows mostly WEEKLY Charts, not crowds; Less commentary, no predictions, more trades.
I am breaking all the diversification rules right now by keeping almost 90% of my money in AIG. I used to hold ARR or AGNC, but I have switched to AIG in Sept 2012.
Portfolio contents at 12/31/2013
AIG (92%) BAC(4%) BRK.B(2%), AGNC (2%) ARR(1.5%)
Leveraged Commentary & Data provides leveraged loan/high-yield bond, distressed debt news, analysis, trends in the US and Europe. High-grade bond news and analysis, too. Disclaimer: http://ht.ly/3CQQd
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