In a recent article by David Barboza of the New York Times, China said Washington needs to “cure its addiction to debts” and “live within its means”. These statements came just a few hours after the S&P downgraded the US long-term debt. China who holds over $1.1 trillion in US debt securities, is essentially calling [...]

The Portfolio Café is a financial publication and investment service that is delivered via email and through a password protected portal on the web at: www.portfolio-cafe.com.  The Café was founded by my friend and colleague Tim Fortier.  Tim is not only one of the most savvy investment managers I have had the privilege to work with,  but [...]