I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETF analysis.
Here’s a sample from this week’s update:
With respect to your US equity exposure, it’s time to be taking chips off the table or at least putting in stops depending on one’s time horizon. A longer-term time horizon is an investors best friend but a short one is now fraught with risk. Is this the end of the bull market? I’ve been burned before trying to predict and I know it’s a fool’s game but I will say again, the key pillars of this bull market, central bank largesse and most recently fiscal optimism which extended the bull run, are very much in question.
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