The economic debate seems to have settled into which letter best fits the future trend of the US economy: V, U, L, or W? The most bullish group, which includes many in the Goldilocks-redux crew, believe in the down (maybe strong) then up US economic scenario. V for victory, perhaps. Then there is the...
excerpts from this week’s report: Model Growth Portfolio (MGP) “What can I say? Yet another strong relative performance week for the MGP (that makes it 7 out of the last 8, 13 out of the last 15, and 15 out of 20 for the year) lifts the year-to-date relative performance results at another...
excerpts from this week's report: Model Growth Portfolio (MGP) “Yet another strong relative performance week for the MGP (that makes it 6 out of the last 7, 12 out of the last 14, and 14 out of 19 for the year) puts the year-to-date relative performance results at another yearly high: +2.22...
in this week’s report : Model Growth Portfolio (MGP ) “The combination of the occasional pricing discrepancy between the S&P 500 and the individual economic sectors (1.15% vs. 1.41%) coupled with the strong performance by the Latin America 40 produced an overall excellent week for the...
excerpts from this week's report: "While most investors are rightfully focused on economic and domestic political matters, it would behoove all not to lose sight of the increasingly more probable event of a military strike on Iran before George Bush leaves office. An attack on Iran stands an...