Short Uncle Sam's stocks and Long Swiss to make the cheese!
In what has been a busy week of trading after we had been sitting tight for the last month, we this morning enjoyed our Thanksgiving by locking in our profits from owning stocks in the U.S. Now we are short the U.S S&P 500 with 3% of the portfolio. The only developed world stock market we are bullish on now is Switzerland. Here is why. The long Swiss stocks position is based on our growth leading indicators continuing to trend upward, which provides a bullish sign relative to our forecasted growth expectations and a reason to own stocks. Read more... (VIEW LINK)