| I. Commodities: | 1 Yr. | 3 Yr. | Signal | |
| All Commodities | 9.1% | 20.2% | Bear | |
| Oil | -7.3% | -25.8% | Bear | |
| Natural Gas | 54.0% | 72.0% | Bear | |
| Grains | 9.0% | 21.0% | Bull | |
| Industrial Metals | -2.4% | -14.7% | Bull | |
| Gold | 6.4% | -2.6% | Bull | |
| II. Fixed Income | | |||
| US Treasuries | -4.0% | -0.1% | Bear | |
| Treasury Inflation Protected | -0.9% | 3.4% | Bull | |
| Corporate Preferreds | -1.7% | 2.6% | Bull | |
| Corporate Bonds | -0.8% | 2.8% | Bull | |
| High Yield Corporate Bonds | 4.5% | 10.8% | Bull | |
| Global Bonds | 4.4% | 18.0% | Bull | |
| Emerging Market Bonds | 2.1% | 15.6% | Bull | |
| III. Global Stocks | | |||
| Global Stocks Ex- US | 20.0% | 32.0% | Bull | |
| Emerging Markets | 5.4% | 18.4% | Bull | |
| IV. US Stocks | | |||
| All US Stocks | 15.1% | 23.6% | Bull | |
| Dow Jones Industirals | 13.2% | 20.8% | Bear | |
| Dow Jones Transports | 20.3% | 30.9% | Bull | |
| SP 500 | 15.3% | 23.6% | Bull | |
| Nasdaq Composite | 11.0% | 21.0% | Bull | |
| Russell 2000 | 17.5% | 27.5% | Bull | |
| V. Special Opportunities | | |||
| US Real Estate | 27.2% | 42.4% | Bear | |
I will post the updated forward looking projections with timing signals at the end of each month. | ||||
Saturday, July 25, 2009
1 Yr / 3 Yr Forward Projections w/Timing Signal JUNE 2009
Welcome
I have been contemplating establishing some type of method via the internet for interacting with each of you. Nearly everyone has incorporated some type of internet "surfing" into their daily routine and even phone calls now seem "old school". It seems inevitable that I provide a quick and easy avenue for communicating my current market and portfolio related thoughts.
I don't have a defined format or flight plan. I will take topics as they come and hopefully this will become a two way street and a place where I can field all types of questions. So please leave comments. The blog will be private and open only by invitation, but comments will be viewed by the entire community. If you have a colleague, friend, or associate that has interest in such matters and is looking for some help with their portfolio, let me know and I can make arrangements to access the blog temporarily.
I have no idea how often I will generate topics, I don't want to turn this into an obsession or an additional duty assignment. Some topics maybe nothing more than quick observations. The goal is to increase communication, delve into the investment process, and to have some fun.
So off we go.
I don't have a defined format or flight plan. I will take topics as they come and hopefully this will become a two way street and a place where I can field all types of questions. So please leave comments. The blog will be private and open only by invitation, but comments will be viewed by the entire community. If you have a colleague, friend, or associate that has interest in such matters and is looking for some help with their portfolio, let me know and I can make arrangements to access the blog temporarily.
I have no idea how often I will generate topics, I don't want to turn this into an obsession or an additional duty assignment. Some topics maybe nothing more than quick observations. The goal is to increase communication, delve into the investment process, and to have some fun.
So off we go.
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