I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETFs analysis. Updates of note this week include a new idea in CORN, a significant update to the SCCO position and something new in HYG. Here’s a sample from this week’s update:
There is this persistent belief that gold is a safety play and I need to reiterate that it is not. It is just a currency that happens to be yellow, weighs more than paper and is really tough to get out of the ground. So, after the French election and the easing of worries that resulted, gold sold off. Please ignore this reaction.
To read more click here.
If you are not yet a member, feel free to check out your options on the membership (and take a free 10 day trial):
And talk to us in the chat box in the lower right corner of the site if you have questions (membership coupons available!)
Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.