Tag: davidson
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Indexes vs Portfolios
“Davidson” submits:
Across the investment cycle, every index composite is adjusted to reflect institutional interests. This always generates problems when comparing portfolio performance to any index as the cycle progresses.
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The Oil Situation
So far we are up 78% in out DTO short….
I think there is still plenty more gains in store for it.
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Gold, Oil & Inflation
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Soybeans & Media Tariff Hype
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Crude Inventory Below 5yr Avg
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Portfolio Shift (updated)
“Davidson” submits:
I am suggesting a major shift in portfolios today!
“Davidson” submits:
Economic activity always is a composite of moving parts. Currently it appears we have more moving parts than usual. Indeed so! We have multiple policy shifts in the works with the potential for beneficial outcomes. But, if these occur, it will be likely a couple of years before the final outcomes are known with the path uncertain.
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Watch The T-Bill/10yr Spread…..
“Davidson” submits:
Most investors believe that ‘The Market’ knows more then they do. How high can the market rise if so many believe this about markets?