Posted Friday evening – 8/11/17 — For the first time in quite a while, several currencies and asset classes are having built into their price movements fear of war. In some cases these moves of recent days arguably augment what should already be happening. But MOST of these recent moves are contrary to what we’d be seeing otherwise.
And that latter is what makes moving your portfolio too much in the direction of the recent rallies in “safe havens” like gold, Treasuries and the Japanese yen risky.
On a couple of this past week’s podcasts I went into some deeper discussion on all this with some sober (if unexciting) thoughts on what the average person should be doing (and NOT doing) to avoid getting into any trouble.
CLICK HERE For Wednesday’s podcast where we discussed this (and where I added a discussion of the weak energy sector generally — YET also discussed one of my best individual ideas in energy particularly!)
CLICK HERE for Thursday where we continued the discussion of what moves folks should and shouldn’t be making.
ALSO I’ll be expanding on all this and addressing numerous of our specific current ETF and stock recommendations in the next issue of The National Investor which will be sent to Members early the week of August 14.