Don't look this gift horse in the mouth!
Any of you notice the market is up nearly 10 percent from it most recent brush with a "technical" bear market? No worries, use this short covering, hedge-fund driven rally to unload your U.S. Equities and buy quality, short duration, non-US government bonds (Canada, Australia, Switzerland, Norway) and variable rate, high quality global corporate debt.
Just a few short days ago I was looking for another eight percent decline, now it is 18 percent from here. Once we get to where I think the market is going, a shopping list is in order.

XLE tops my shopping list! MOO and IYR look like cheap too.
Internationally speaking

Wait for the sell off before you go long.
Just a few short days ago I was looking for another eight percent decline, now it is 18 percent from here. Once we get to where I think the market is going, a shopping list is in order.

XLE tops my shopping list! MOO and IYR look like cheap too.
Internationally speaking

Wait for the sell off before you go long.

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