Monthly Archive for: ‘September, 2011’
>The Answer to the Question…
Ken Solow | September 30, 2011
>A couple weeks ago, I posed a question in my blog post, “Asking the Wrong Question?” Investors typically choose between two different philosophies of portfolio construction. One method is the traditional method of investing in markets, where you have years of data to rationalize investment decisions. By owning markets, you are saying that you are willing to live with whatever [...]
Read More →>Commodity Rout Should Provide Relief for Consumers
Carl Noble | September 29, 2011
>As bad as it’s been in the equity markets lately, it’s been just brutal in the commodity pits. The Dow Jones/UBS Commodity Index is off -14% this month, while the S&P 500 is down -5%. Certain individual commodities like copper, gold, silver, etc. have been bludgeoned in recent days. Earlier this year, commodity prices were soaring — gas prices touched [...]
Read More →>Gold is not a Religion
Sean Dillon | September 27, 2011
>Based on copious amounts of anecdotal evidence, gold investors tend to be highly sensitive to criticism. The gold bugs would have you believe — and proclaim zealously — that the precious metal must be held in all portfolios to protect against everything wrong in the world… and how dare you say otherwise! There is too much money printing and currency [...]
Read More →>How to Jump Start the System: See Newton’s First Law
Rick Vollaro | September 26, 2011
>Newton’s First Law Of Motion: Every object in a state of uniform motion tends to remain in that state of motion unless an external force is applied to it. Some of the best analysts we follow have described the economy as a barge that is very slow to turn once it has a direction and some momentum behind it. Lately [...]
Read More →>Our Increasing Conviction
Ken Solow | September 23, 2011
>Changing the asset allocation of Pinnacle portfolios is often the result of a change in our forecast for various market segments. Even saying the word, “forecast,” raises the specter of foolishly staring into a crystal ball, trying to predict the future. Because we are in the business of making accurate forecasts, we readily admit that we will make forecasting mistakes, [...]
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