Dogs of the Dow – Durig’s Continued Outperformance Over Time


This week,
Durig Capital recaps the recent performance of its own unique version of the Dogs of the Dow Strategy and benchmarks it to that of its closest peers. Also explored is the importance of portfolio correlation to the overall market, and how correlation can help to provide investors an idea of how a portfolio could theoretically perform under various market conditions.

Durig’s Dogs of the Dow – July Performance Highlights 

  • 12.41% Year-to-Date

  • 12.87% Trailing 1 Year Return

  • 15.98% Annualized Return Since Inception

  • Beta of 0.72 (vs. Benchmark*)

     

   (Performance shown  above is as of 7-31-19)

Over 500 Migrants Stranded in the Mediterranean Sea – No Port Willing to Let Them Dock

The Norwegian ship Ocean Viking saved another 105 migrants from Libya on Monday. There are a total of 356 people on board. At the same time, 150 migrants remain “trapped” on the Spanish Open Arms ship near the Italian island of Lampedusa. Italian Deputy Prime Minister Matteo Salvini has ordered all  Italian ports closed for refugees and illegal migrants. Meanwhile, some migrants have reportedly been waiting on ships for over ten days.

Iran Says Grace 1 Tanker Carrying Iranian Oil Will Soon Be Released

According to some reports, the Grace 1 oil tanker carries two million barrels of Iranian crude and has been seized for more than a month, “soon to be released,” and reports say that the tanker has changed its next destination. Deputy director of the Islamic Republic of Iran’s Ports and Maritime Organization Jalil Islami said Britain was “interested” in the release of Iran’s seized tanker, adding that “documents have been exchanged between the two countries to help the seized vessel.”

A New View of Crime and Punishment

Whether we live in poor areas or more affluent environments, we are all affected by the crime around us and the fear it engenders in all of us. Long ago people viewed crime in a more simplistic way. There were good people and bad people and the bad people needed to be punished and crime would then disappear. That has not happened. When criminals are punished they do not ordinarily stop being criminals.

The Eternal Nation – The Eternal Messiah – Peace

Menachem Begin visited the Lubavitcher Rebbe in Brooklyn New York on his way to Camp David to meet with President Carter and Anwar Sadat to make the peace treaty with Egypt where he returned to Egypt the Sinai Peninsula. His first words which he said to the Rebbe who he considered to be the leader of the Nation of Israel “Our nation the Biblical nation of the Jewish people is an eternal people, not like the Modern State of Israel.”  The modern state of Israel needs to make concessions in order to survive which means concessions to America and Egypt.

Do Spontaneous Urine Leaks Have You Feeling like Spontaneously Combusting?

There are certain problems people face that can just be extremely embarrassing, especially when they can happen unexpectedly at the most inopportune moments. Urinary incontinence while it can be extremely embarrassing and stressful for those who suffer from it; however, those who deal with this issue have nothing to be ashamed about. While many people feel embarrassed or self-conscious, a wide range of women suffer from this condition, meaning you are far from on your own. While it isn’t a popular topic of discussion for suffers, you may very well have friends or family dealing with this as well, you just simply aren’t aware as it’s often something people tend to want to keep to themselves. Don’t suffer in silence; help is available thanks to the V Institute.

Exceptional Qualities of uPVC Doors and Windows

uPVC (or unplasticized polyvinyl chloride) doors and windows are made from the special extrusion process that offers superior performance, sustainability, durability and energy-efficiency to urban dwellings. The uPVC doors and windows are resistant to moisture, chemicals, rot, blistering, rust, mildew and flaking, as well as termites and other insects. The following are some of the exceptional qualities of uPVC frames that make them stand out from other solutions:

Hundreds Dead, Thousands Displaced as Typhoon, Heavy Rains Wreak Havoc in China, India

Thirty-two people have lost their lives in Eastern China due to Typhoon Lekima that has ravaged the region. The information was relayed by the local government on Sunday, while the monsoon has caused the loss of at least 144 people in India. In China, searches for missing persons are in progress, and more than one million people have so far been evacuated.

Hong Kong Protests – Can Chinese Economy Survive?

Hong Kong is presently experiencing a political crisis. Large scale use of law enforcement and military is being used to disperse the protesters. However, the system itself is failing and it will lead to additional protests. Historically, an achievement of the Freudo-Marxists was the quantum leap through the rationalistic outlook which had dominated in the Marxist tradition. Furthermore, the escalation of the crisis in Hong Kong is inevitable due to the bygone times and political reality of the Chinese territory.

Issues that Affect Texans Are Not Being Addressed by Current Representatives

While the 86th Legislative session was praised as the best session, and representatives all across the House called it very successful, some things were bypassed that the people of Texas have asked for or need desperately. The Governor has failed to address these issues in the state. People are now being turned towards the scandal within the house, a fight between both parties and all representatives.

Pakistan PM Imran Khan Declares He Will Take Kashmir Case to the UN

Pakistan’s political leadership celebrated Eid in Pakistan-administered Kashmir to express solidarity with Kashmiris, where Foreign Minister Shah Mahmood Qureshi said, “Not only Pakistan but China also rejects India’s unconstitutional measures.” Foreign Minister Shah Mehmood Qureshi while addressing the Mank Payi refugee camp said, “We are not members of the Security Council. We needed a lawyer to fight for us.” So I went to China and congratulate you that I have brought a lawyer from China to fight our case to the Security Council.”

Temporary Libyan Ceasefire Broken After Mitiga International Airport Missile Attack

The UN-brokered temporary cease-fire in Libya did not last long. The parties involved in the Libyan war agreed to end the war temporarily in the capital of Tripoli. Released news said several rockets have been fired at Mitiga International Airport. The Libyan government’s army, as well as the forces affiliated with General Khalifa Khostar, accused each other of violating the ceasefire. According to officials at the Airport, all flights were canceled but the airport reopened after maintenance and cleaning.

Hong Kong Protests: All flights to Hong Kong International Airport Canceled

Hong Kong International Airport canceled all flights on Monday as the fourth day of protests at the airport’s main terminal continued. The Airport is one of the busiest in East Asia and the world. Thousands of protesters started rallying at the airport’s entrance and exit lounges four days ago trying to make their protest heard around the world.

Iran Increased Pressure – John Bolton’s Main Goals on His Trip to London

US National Security Adviser John Bolton has traveled to meet with UK Prime Minster Boris Johnson’s top officials to “keep London in line with pressure on Iran and secure shipping in the Gulf.” Iran and the US-UK joint approach to the country are expected to be among the most important issues of Bolton’s meetings and talks with British officials.

Yemeni Separatists Pull Back After Seizing Presidential Palace in Aden

News agencies reported on Sunday about Yemeni’s separatists beginning to backslide from positions seized from Abdul Mansourhadi’s government in Aden. The UAE-backed separatists seized control of key Aden government centers in a days-long war. Yemeni’s Southern Transitional Council  (separatists) began withdrawing from the seats it had withdrawn from government control.

Protests in Russia – Who is Winning?

Protests continue in Russia and the trigger for the protests is dissatisfaction with the upcoming Moscow government elections. The dissatisfaction is purely abstract and does not have a specific goal. Meanwhile, the Russian government is not affected by the protesters level of dissatisfaction, which is useful to them for the purpose of social engineering– they steer protesters in the direction of blaming the US.

Cranes Rental Market Soaring

The cranes rental market is estimated to be $42.1 billion in 2019 and is projected to reach $53.1 billion by 2024, growing at a CAGR of 4.7% from 2019 to 2024. Increasing demand for rental cranes from various end-use industries, coupled with growing investments from domestic & foreign investors in the country’s economy is expected to drive the growth of cranes rental market during the forecast period.

Treatments to Save and Revive Your Old Plants

Too much rаіn, too muсh ѕun, tоо much rаіn аgаіn, and еvеrуthіng flорѕ. Lаnk grоwth іѕ nоt good аt ѕtаndіng uрrіght – petals turn іntо dіrtу hankies and everything rоtѕ. Thіѕ rеѕultѕ іn all sorts оf lеаnіng оn nеіghbоurѕ оr just рlаіn flouncing on the flооr, whісh in turn mаkеѕ fоr a реrfесt hіdіng рlасе fоr slugs.

How the Texas 86th Legislative Session Affected Texans

While the 86th Legislative session helped thousands of people in Texas, some of the bills also hindered smaller rural communities, and in turn, hurt Texans. Let me start by talking about  Senate Bill 2, and House Bill 3 (HB 3,  Relating to public school finance and public education; creating a criminal offense; authorizing the imposition of a fee. SB2, Relating to ad valorem taxation; authorizing fees.).

Karachi Storm Rains, Roads Become Ponds, Electricity Kills

The restive rainstorm in Karachi, Pakistani’s capital city is nothing more than a test for local residents. Light and heavy rains started on Saturday night, continued on Sunday and due to heavy rains, water accumulated in most parts of the city and major highways while drainage areas have been inundated. Rains have increased accidents in the city. At least six people have been confirmed dead so far from rain-related reasons.

History: The Facts Behind Indira Gandhi’s Lovers

In mid-1975, New Delhi was abuzz with a rumor about Indira Gandhi’s secret romance with her aide R.K. Dhawan. Tales of the prime minister’s love affairs had been abound for quite some time, including her alleged affair with Mohammad Yunus, a close friend of hers and a former Indian diplomat. Long ago, M.O. Mathai, her father Jawaharlal Nehru’s private secretary, was rumored to have had an affair with Gandhi. Her yoga teacher, Dhirendra Brahmachari, and Dinesh Singh, once a foreign minister in her cabinet, were also among her reported consorts.

UK FCA Hints At XRP Potentially Being An Exchange Utility Token Hybrid, Non Security

As the cryptocurrency space continues to expand, regulators are also expanding their powers and beginning to crack down. Many regulators are starting to understand the widespread adoption that’s occurring in cryptocurrency and Blockchain. Along with companies such as Samsung expanding into the crypto space, we are also aware of Facebook’s plan to introduce cryptocurrency to 1+ billion users globally. When any sort of technology evolves to the masses, the regulatory industry will surely be involved.

Kashmir Dispute – Could It Result in the Use of Nuclear Weapons?

India revoked Kashmir’s special status with a rush decree. A presidential decree issued on August 5, 2019 removed Article 370 of India’s constitution that provided special rights to Kashmir, which is also the Muslim-majority state. The state lost its unique constitution and the right to implement their own laws. India sent military troops to the region in anticipation of protests.

Uzbekistan’s Warm Reception for Taliban Angers Afghan Government

The Afghan Ministry of Foreign Affairs criticizes the Uzbek government’s official acceptance of the Taliban, saying such acceptance does not represent a basis for peace talks between the Afghan government and Taliban representatives. Two days ago, the Taliban announced that Mullah Abdul Ghani Baradar, the head of  Taliban’s political bureau in Qatar, met with Uzbekistan’s Minister of Foreign Affairs,  Abdul Aziz Kamelov.

Panama: Former President Ricardo Martinelli Declared Innocent in Espionage Trial

A Panama court declared Friday former president Ricardo Martinelli (2009-2014) “not guilty” of all charges of political espionage and embezzlement of public funds and ordered his immediate release. The country’s chief prosecutors office had accused the former president of the charges and asked the court to jail him for 21 years as punishment.

Embattled American Tycoon Jeffrey Epstein “Commits Suicide” in Prison

US tycoon Jeffrey Epstein, who was accused of child sex trafficking, committed suicide in a New York prison where he was being held, according to local media reports. Epstein’s body was found on Saturday morning, per reports. Towards the end of July, the embattled Epstein was found with marks on his neck, which clearly pointed to an apparent suicide attempt, US media reported.

“My Main Goal Was to Kill the Mexicans” – El Paso Attacker Now Confesses

Patrick Crusius offered no resistance when he was arrested, according to the city detective, and said: “I am the attacker.” The 21-year-old white man says he is behind the attack that left 22 people dead and two dozen wounded last Saturday in El Paso, Texas. He has since confessed that the target of his brutal attack, using a rifle that looked like an AK-47, was Mexicans.

Will France Set a Legal Precedent on Repayment Reconsideration from Tsarist Russia Era?

In France, Francis Vercamer, a deputy of the National Assembly of France recently asked to clarify the Russian repayment of bonds from the Czarist Russia period in the 1800s. The French invested in the railroad bonds backed by the gold standard. The bonds were issued during the railroad construction boom in the latter part of the 1800s. In January 1857 Alexander II signed into law the start of building railroads to connect a multitude of the Russian regions.

USA vs Russia – The Next Generation Nuclear Race

The US Department of Energy (DOE) announced open hearings on the environment impact assessment regarding the construction of a Versatile Test Reactor (VTR). The project announcement was originally made by Secretary of Energy Rick Perry on February 28, 2019, with a tentative completion date of 2026. Dr. Kemal Pasamehmetoglu is a nuclear engineer and the executive director of the Versatile Test Reactor Project at the Idaho National Laboratory.  GE-HITACHI is the subcontractor for the design support.

Tunisia: Nearly 100 Presidential Candidates to Square Off in the Polls

Nearly 100 presidential candidates have filed their candidacy for the presidential election anticipated in Tunisia in the hope of succeeding Beji Caid Essebsi, the first democratically elected head of state following the Arab Spring country. In total, the names of 98 applicants interested in competing in the presidential election were recorded by the closing of registrations today. This was officially confirmed by the country’s Election commision (Isie).

CCP Maliciously Leaks US Official’s Privacy in Hong Kong

“Foreign forces intervene” has become the new direction of China’s official explanation for the endless struggle in Hong Kong. On August 8th, Hong Kong media reported that the “United States Consulate General in Hong Kong” political group director Julie Eadeh and “Hong Kong Zhongzhi” core personnel Huang Zhifeng and Luo Guancong and other people met in Hong Kong and discussed Hong Kong affairs.

Bitcoin Reverses Sentiment From 2018 – Outperforming Markets in 2019

Bitcoin has been in the news frequently in 2019 as its showed much promise. The emerging asset class came off a brutal year in 2018 and some called it the end to Bitcoins future. With the Bitcoin community being so large, this price action did not faze many people who still believed in the long-term value of Bitcoin. Industry followers and enthusiasts continued to label Bitcoin as “undervalued” and price deflating due to short-term news developments and uncertainties. In less than a year, Bitcoin fell from $19,783 in December 2017 to $5,500 in November 2018. After much scrutiny, Bitcoin was able to recover in what some are calling the “strongest recovery in market history.” The sell-off last year was hard to swallow, but many who were “dollar cost averaging” on the way down have done extremely well this year. Some of the developments that pushed down Bitcoin were:

Teachers’ Emotional Exhaustion

Not long ago, teachers had to face and deal with few challenging students in classrooms. Today, the rate of classroom disturbances has spread like a cancerous virus. What used to be exceptions became the rule of the day. Professional teachers’ academic status mission has shifted from teaching to filling up all kinds of holes in the education system created by clueless policy makers. Teachers are now spending more of their instruction time dealing with disruptive students who more and more arrive in school with neurological issues. Teachers are now expected to be trained and armed and serve as human shields. Meanwhile, disruptive behavior keep the student from learning and keeps those around the disruptive students from learning.

Israel News of the Week – Elections Coming Closer

The Greek Orthodox Church filed a new law suit against the Ateret Cohanim settler organization who claim ownership of three properties in the Arab Old City.  The purchased two Palestinian run hotels located near the Jaffa Gate and another building near the Herod gate. The Patriarchate claims that these places are part of the church heritage and only they can authorize their sale.

Vegan Cosmetics Market Looking Good

Vegan cosmetic products are produced using plant-based derivatives, extracts, ingredients and are not contain any animal ingredients or animal-derived ingredients. Vegan cosmetic products are very popular among young generation across the globe. In addition, various types of vegan cosmetic products such as makeup and color cosmetics, skin care, hair care, and others easily available in the market.

Anti-Zionism is Anti-Semitism? Discussion

The controversy over anti-semitism and anti-Zionism is connected to the opposition of Americans today to President Trump and the claims that President Trump is a racist. President Trump has accepted Jerusalem as the capital of Israel.  President Trump supports the annexation of the Golan Heights by Israel. People of America are claiming that President Trump and his rhetoric causes violence like the two recent incidents in Dayton Ohio and El Paso Texas. During the Obama administration there were also incidents of domestic terrorism.

Salvini Pulls the Plug, Plunges Italians to Fall Election

You can’t say he didn’t warn us.  Thursday, after a summer-long beach tour, right-wing Interior Minister, Matteo Salvini, effectively pulled the plug on the Italian government.  Evidently on his instruction, his Northern League voted with the opposition in the Senate to stop his coalition partners in the populist Five Star Movement from blocking a high-speed rail link between Turin and Lyon.  Salvini, who also serves as one of the country’s Deputy Prime Ministers, had been toying with the idea since dominating the country’s elections to the European Parliament in May.

The Development of Human Organs in Animals Authorized in Japan

Japanese scientists will begin to try to make human organs in animals after receiving permission from the government for the first time in Japan’s history to conduct such studies. This controversial area of ​​research consists of implanting human stem cells called “iPS” in modified animal embryos. The stem cells are capable of producing any type of cell according to the part of the body in which they are implanted and can thus form the basis for the creation of a particular organ.