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January 8, 2020. The cash allocation in the Core Portfolio is now up to 12% with our anticipation that a small ‘temporary’ pullback is coming in the financial markets. There are still two open buy orders for GSBD and BIZD but it appears we will NOT immediately see the lower prices that we want: altho that could happen if the markets decline in the next few weeks.

We don’t watch the ‘fake news’ CNN and NBC television, but we do read about their disgusting “World War Three is coming” screaming over the last few days. It makes you sick. As we write this, SPY is actually up 5 points waiting for Trump to speak.

We are in a ‘wait and see’ mode, not expecting to sell or buy anything: but as soon as we say that, we end up buying a new position. There is a NEW issue coming soon that looks enticing.


What happened to Stern??? Click here for full Howard Stern article.

Stern’s transformation reached its apotheosis when, on December 4, he welcomed Hillary Clinton into his studio for more than two hours. Even for a longtime fan who’d watched Stern’s persona shift over the years, I found the man who interviewed Hillary barely recognizable. Finally he was the shock jock he had always been accused of being—because his relentless flattery of the former First Lady was truly shocking. It was as if he were determined to prove that he could fawn over Hillary more fervently than her most ardent supporter. “My fantasy,” he told her, “was not only to meet you but to tell you what a hero you are to me. . . . You had the expertise I wanted in a president. . . . I wanted you to be president so bad.”


The awards are off by about 6 percent in viewers vs. NBC’s 2019 broadcast and fall double digits in the 18-49 demo.

The Golden Globe Awards came down some vs. last year’s broadcast, but the show still put up healthy numbers compared to the rest of network TV this season.

The Ricky Gervais-hosted awards drew an average of 14.76 million viewers and a 3.8 rating among adults 18-49 in the fast nationals, down 6 percent in viewers and about 16 percent in the demo from preliminary figures in 2019. Fast national ratings are not very reliable for live broadcasts, and Sunday’s numbers should adjust up by a good amount — although they’re on track to bring in the smallest audience since 2012 (which was Gervais’ third time as host).

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