In This Issue:
An Update on Our Performance
A Perfect Timing Model
The U.S. Dollar vs. the Printing Press
Obama's War on Wealth Goes Global
Assessing the Impact
The Corporate Conundrum
Putting Peter Out of Business to Pay Paul?
Manure... A True Story
Portfolio Performance Analysis
Jack Leaves for Birdie School
Is this a new bull market rally? The S&P 500 index recently crossed over its 200 day moving average and has turned positive the for year. The bad news today seems to be getting less bad than it has been over the past 12 months. Optimism and hope about a recovery are flooding the mass media. Are your feelings of "the worst is behind us" misguided? I believe they are.