Commodities are declining. Yields are declining. Inflation is plunging.
This is what happens when the economy is weakening and business is cutting inventory growth.
The economy will continue to grow at 1%-2% pace because of our low productivity growth - as I discussed at nauseam in my The Peter Dag Portfolio.
In the latest issues I have been showing the sectors that are the most successsful in these dreadful economic times. Many stocks in these sectors keep doing spectacularly well.
George Dagnino, PhD Editor,
The Peter Dag Portfolio.
Since 1977
2009 Market Timer of the Year by Timer Digest
Portfolio manager
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