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We remain in a defensive posture - conservative assets, such as VXX, AGG, TLT, and LQD are relatively attractive: http://bit.ly/e6WGZy/ Mar 10, 2011
We outline some reasons to put energy (XES), semiconductors (SMH), and agriculture (DBA) on your radar: http://bit.ly/fr7yxF/ Mar 4, 2011
Some defensive comments relative to the market in general and EEM and XLY can be found here: http://bit.ly/gYx9M1/ Mar 1, 2011
- RiskReturnOptimizer on Friday: Bullish Employment? & Possible Outcomes On sector by sector basis, it seems like US mar...