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.
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