July 3, 2013 by Enis • Commentary

With the widely watched Payrolls release on Friday, we have discussed what to do with our TLT position over the last week.  It’s liable to move on the report given the Fed’s focus on the …

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July 22, 2012 by Enis • Commentary

With the signs of a reversal stacking up, Friday’s move lower in many stocks where we have outstanding positions (like SBUX, MS, and ORLY) gave us a sigh of relief that our work was not …

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