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 in an old tech name up to some new tricks.
Here’s a sample from this week’s update in the bonds section:
Stay short BNDX. It’s the Vanguard Total International Bond ETF. I reiterate my call two weeks ago to get short TLT or buy TBT or TBF.
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.