The business cycle works.
Commodities weak. Bonds strong. This is exactly what you should expect when the economy is sinking.
Financials are weak responding to the timid response of the bureaucrats. Stick to the basics. I will be happy to speak to your investment group on how the business cycle impacts investment strategies and the choice of asset classes. To find out more about my in depth view of the markets and my strategy just visit our website https://www.peterdag.com/. You can review The Peter Dag Portfolio, free of charge of course. You can also call me at 1-800-833-2782 to discuss your specific money management needs.
George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977
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