In this week’s members-only letter we discuss the following topics:
- What is the Risk In Owning The S&P500 and Dow Jones Industrial Average
- Which Other U.S. and Global Indexes Do We Want To Own?
- What Are the 2 Most Important Sectors In America Suggesting About Risk-Appetite?
- Can Transports Play Catch-Up?
- Updated Targets For Gold and Silver
- The Best Way To Play Agriculture Right Now
- What Are Commercial Hedgers Doing And Why Should We Care?
- An Interesting “Punt” Long In Commodities With Well-defined Risk