Monday, August 08, 2011

Stuck A Toe In

We bought small positions in a few things today. What we did depended on investment styles, positions already carried in accounts and the various risk/reward characteristics of our clients. I will today raise the status of all three of our time trams to NET MARKET POSITIVE. We may be early on these buys and there is no law that says we can't go lower from this juncture, but I think investors who have a time frame of anywhere from 6-18 months will be rewarded for putting some money to work either today or in the short term. You can click here to see a definition of these terms.