Portfolio strategy updateA schizophrenic market.
Editor’s Note: The following portfolio update is from David Gottstein’s monthly Dynamic Research Group’s newsletter. It was compiled in early January. Everything is good, then everything is bad, then everything is good again with the market at new highs.
Every new market poses new challenges. There are no two time periods that are just alike, as the world is never the same.
Laws of nature govern both physical and socio-economic behavior; thus, u....
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Why is the market so high? Keeping a larger cap perspective
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