Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
Global Macro Update...Which fund sectors are attractive?
"...for the sake of keeping this post short and straight to the point, I will strip the whole macro tree to just four major branches (US equities, EM equities, Gold and Treasury Bonds). These are very easy to invest with, very liquid and trade daily on the NYSE.
So with Easter behind us and April slowly coming to an end, one third of the calendar year has already passed behind us. With that in mind, I thought it would be interesting to refocus on the asset class performance of these four majors."
Currently, Invest With An Edge has US Equities towards the bottom in the global edge rankings and Emerging Markets towards the top. And, with the uncertainity now in the Ukraine I'd probally favor US Equity, at this time, making an upward run and emerging markets pulling back some. I think both are good long term positions to have within one's portfolio.
In addition, the Moose recently made a call for Long Zero Treasuries. I have followed Long Term Treasuries (LTL) since the Moose made his call and it has done well.
And, last but not least ... Gold seems to have had a good run but has been ticking downward of late ... But, if Russia invades the Ukraine ... Well, I look for Gold to make a good run.
Comments
I am glad to see this post.
Currently, Invest With An Edge has US Equities towards the bottom in the global edge rankings and Emerging Markets towards the top. And, with the uncertainity now in the Ukraine I'd probally favor US Equity, at this time, making an upward run and emerging markets pulling back some. I think both are good long term positions to have within one's portfolio.
http://investwithanedge.com/newsletter-archives/042314-new-homes-sales-disappoint
In addition, the Moose recently made a call for Long Zero Treasuries. I have followed Long Term Treasuries (LTL) since the Moose made his call and it has done well.
http://decisionmoose.com/Moosistory.html
And, last but not least ... Gold seems to have had a good run but has been ticking downward of late ... But, if Russia invades the Ukraine ... Well, I look for Gold to make a good run.
http://quotes.wsj.com/futures/Gold
So since things are currently so iffy ... Why not split the pile four ways and play them all?
Seems to be a storm brewing on many fronts ... and, with that, Cash might become King!
Old_Skeet