I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETF analysis. It also includes a new investment idea focusing on global utilities.
Here’s a sample from this week’s update:
As for US Treasuries, they will be caught in the push and pull of lower yields due to weak growth (more so now in Q3 after the hurricanes) and modest inflation stats on one hand and at risk of getting dragged by a selloff in European bonds as we get closer to more tapering from the ECB and now maybe too on the possibility of growth stimulative tax policy.
To read more about all of the asset classes and ways to play by following my own moves, click here.
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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.