August 2009 - ProfitScore IQ

The ProfitScore IQ is our monthly newsletter in which we discuss the U.S. and global economy and trends we see emerging that can affect your investment success. Packed with invaluable insight and actionable information about the U.S. and global equity markets, The ProfitScore IQ lets you benefit from our research and the daily hard work that contributes to our never ending journey to be better stewards of your investment assets.

  • Will This Rally End In Tears?

    In This Issue:

    An Update on Our Performance
    The Great Inflation/Deflation Debate, Part II
    Getting Real on Inflation (Continued)
    Life on a Debt Rocket
    A Shakespearian Tragedy
    Resisting the Ostrich Urge
    Real Estate Update - The Next Two Boots?
    Portfolio Performance Analysis
    The First Day of School and the Oregon Coast

    Last month I clearly spoke my mind about the challenges we face.  I was hesitant to do so because I never want to be perceived as a doom and gloom guy.  To make money consistently, it is important to objectively evaluate the data and adjust your investment positions accordingly.  I am always cautious with my investment ideas because, as a manager of other people's money, it is my job to be nervous about anything that can cause my clients to lose money.  Lately, I have felt an overwhelming level of stress about the decisions that are being made and I am not alone.

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