The latest Rosenberg note goes to great lengths to break-down the current economic malaise and the market’s recent swoon. It’s conclusion is short and sweet though. Rosie provides investors with 8 of “the most appropriate strategies” given the ailing markets:
- Hedge funds
- Dividend Strategies
- Long oil, gold, raw food
- Reduce base metal exposures
- Short the Euro
- Defensive sectors
- Low levels of leverage/risk
- Focus on quality and liquidity.
Source: Gluskin Sheff
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
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