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This is a rare opportunity to buy precious metals
Here's the ETF I bought to take advantage of it.
Manager Commentary Patrick Clark on 6 Oct 2011
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Right now, protection against inflation is the most important investment goal
To illustrate the inflationary pressure we are experiencing, I’ll draw an analogy to personal household finances.
Manager Commentary Patrick Clark on 13 Sep 2011
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If you've made money in August, you managed risk well - Patrick Clark
Author: Patrick Clark Covestor model: Market Neutral Growth Disclosures: None Last month (http://blog.covestor.com/?p=10448), I described the markets as being at an inflection point. The shorter term trend was bearish, but we had not breached long term support. A move up would have indicated a resumption of the long term uptrend, but any move down ... read more
Manager Commentary Mick Weinstein on 25 Aug 2011
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The sooner Germany reverts to a sovereign currency, the better - Patrick Clark
Author: Patrick Clark Covestor model: Market Neutral Growth Disclosures: None The basic position of the markets has not changed significantly since I made my comments last month. We are at an inflection point, and it is too early for me to determine whether the markets will hold up here. A move lower from here will ... read more
Manager Commentary Frank on 13 Jul 2011
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My commodity ETF of choice to hedge against inflation - P. Clark (FXY, USO, DBC)
Manager: Patrick Clark Model: Market Neutral Growth I will start this commentary by updating last month’s comments on the Yen. The CurrencyShares Japanese Yen ETF (NYSE: FXY) has moved steadily higher since last month. The Yen is strengthening, which is a very good indicator for Japan in my view. I am relieved to see ... read more
Manager Commentary Frank on 18 May 2011
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Essential points on the General Electric income tax debate (NYSE: GE)
There are three essential follow up posts to the New York Times article that dropped like a bombshell on General Electric (NYSE: GE) when it claimed GE did not pay any income tax on its $5.1 billion in profits last year. First up, Allan Sloan and Jeff Gerth from ProPublica present the five strategies GE ... read more
Best of the Web Mick Weinstein on 6 Apr 2011
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Market action in the Japanese Yen is worrying - Patrick Clark (FXY, EWJ)
Author: Patrick Clark Covestor model: Market Neutral Growth Disclosure: none As disruptive as the headlines have been lately, my portfolio has been resilient, registering a monthly gain in March. One reason for the positive performance is that unlike the vast majority of portfolios, mine is not 100% long or 100% short, but rather holds both ... read more
Manager Commentary Mick Weinstein on 5 Apr 2011
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