6/7/10

Late night thoughts

Before going to bed I read many sites. These are some personal beliefs.

1. Invest with momentum. You have to have good models to establish the trend. The best ones combine technical and fundamental information.

2. Buy when the market rises. Sell when the market declines. Most investors do not follow this simple rule.

3. The dollar is strong for economic reasons, reflecting the profit potential offered by our system.

4. Commodity prices have profound information about what is happening.

5. Beware of the rising commodity when most are declining.

6. The business cycle drives the price of all asset classes.

George Dagnino, PhD
Editor, The Peter Dag Portfolio. Since 1977
Ranked Top Market Timer in 2009 and 2010 by Timer Digest

To find out more about my in depth views of the markets and my strategy just visit our website https://www.peterdag.com/ where you can subscribe to The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific investment portfolio.

Disclaimer. No material here constitutes "investment advice" nor is it a recommendation to buy or sell any financial instrument. Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility.

1 comment:

Arif Hooda said...

Hay Dr,

Good to hear the basics and people should stic with these basics.

Anyway, hopefully fed will achieve its purpose of bringing down lagging indicators and will release some liquidity in system. Currenlty, it appears to be very tight as MZM still declining.

With the MZM decreasing, bond yields is showing no inflation premium, commodity prices are decling rapidly, dollor is rising.

With all these deflationary symptoms, would it be good idea to put some small short position in gold?