WHERE YOU SHOULD STAND TODAY. The Ideal Portfolio (another Schwartz View ). Yep, let me offer up one man’s view of what the ideal portfolio should be today and why: · Very minimal exposure to the stock market! This major, modern day margin call on institutional investors is causing havoc...
MORE ON MY NEW Energy Savings Theme. To review, just last Friday I introduced my latest theme. An investment theme is more than recommending you buy this stock or that. It’s about finding a trend, generally an economic trend based on changing economic fundamentals, which should support business...