In this week’s members-only letter we discuss the following topics:
- Why Has Latin America Been the Best Place To Invest?
- What Will Further U.S. Dollar Weakness Do To Stocks?
- With Interest Rates Bouncing, What Do We Do With Bonds?
- The Consumer Staples Trade and Coca-Cola
- Gold Miners and Other Metals
- Will Developed Markets Catch Up With Emerging Market Stocks?
- U.S. Small & Micro-Caps vs U.S. Large-caps
- What Does This Strength In Transports Mean?