February 06, 2012 at 10:34 AM EST
Buy Growth And Inflation Hedge Vehicles
Last week, my Inflation-Deflation Trend Model moved from a "neutral" reading to an "asset inflation" reading, indicating that model portfolio should move to an aggressive risk-on trade of growth stocks and commodity producers. This is a somewhat surprising development as the Trend Model only moved to a "neutral" reading from a defensive "deflation" reading in mid-January. [More...]
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