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Investment Ideas

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My thoughts on major asset classes as told through specific equity and ETF positioning. Asset classe

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It is possible at this or some subsequent date, the author and advisory representative of Bookmark A

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Bullish

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HPQ, TBT, TBF, SOYB, CORN, CCJ, HSBC, FXSG, COP, HP, DBA, TBF, PHYS, SLV, GDX, GG, AEM, NGD, INDA, P

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Cautiously Bullish

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FXE, EWZ, WYNN, LVS, CCL, RCL ... want to read the rest?

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Cautiously Bearish

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UUP ... want to read the rest? Daily market intel fo

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Bearish

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TLT, BNDX, HYG, IHYG ... want to read the rest? Dail

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Equities Updated 12/11/17 - Ever since the Senate passed its tax reform bill, which then set

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Bonds Updated 12/11/17 - The rise in the 2 yr yield has been relentless, up again on the wee

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Commodities Updated 12/11/17 - The CRB index is just off a 9 month high with the most recent

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Currencies Updated 12/11/17 - As we approach another Fed rate hike, the dollar has gotten a

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Peter's Prior Ideas

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#asset-navigation-Past-Ideas-Updates.navigation-sidebar-4 > ul > li > a{ }

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Disclaimer

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The views expressed in this material are solely those of the author and do not necessarily reflect t

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