This is a possible investment scenario for the next several months. It is based on two strong believes I have. The first one is that the markets always win. The second: the business cycle is alive and well and keeps driving all asset classes.
1. Weak economy.
2. Weak commodities... but not too weak.
3. Friendlier news on inflation...eventually.
4. Lower long-term interest rates and strong bonds.
5. Sputtering stock market.
6. The dollar will go nowhere.
This is one of the scenarios I am considering as the financial system continues to heal. The main idea, however, is that low interest rates create opportunities.
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George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977
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