December 20, 2011
12.20.11

This year investors faced a low return/high volatility market with defensive equities and long dated U.S. treasuries leading the way. Investors continue to liquidate their equity funds in droves; more so than 2008! Where are they going? They are looking in the rear-view mirror for the best performers like bonds and the perceived safety of high yielding utility stocks.
But when was the last time investors were rewarded for buying high and selling low?
It’s something to consider when making your 2012 New Year’s Resolution.
We are starting to receive the Wizards of Wall Streets expectations for 2012. This is a lengthy exercise of sifting through the wash plant for nuggets of gold. As usual, we will formulate our own economic and market views which we will be sharing with you in our upcoming quarterly newsletters. Until then, we wish all of you a peaceful, restful holiday season.
“Strategic planning is worthless — unless there is first a strategic vision.”
-John Naisbitt
Weekly Commentary: Rear-view Mirror
December 20, 2011
12.20.11
This year investors faced a low return/high volatility market with defensive equities and long dated U.S. treasuries leading the way. Investors continue to liquidate their equity funds in droves; more so than 2008! Where are they going? They are looking in the rear-view mirror for the best performers like bonds and the perceived safety of high yielding utility stocks.
But when was the last time investors were rewarded for buying high and selling low?
It’s something to consider when making your 2012 New Year’s Resolution.
We are starting to receive the Wizards of Wall Streets expectations for 2012. This is a lengthy exercise of sifting through the wash plant for nuggets of gold. As usual, we will formulate our own economic and market views which we will be sharing with you in our upcoming quarterly newsletters. Until then, we wish all of you a peaceful, restful holiday season.
“Strategic planning is worthless — unless there is first a strategic vision.”
-John Naisbitt