The Speculative portfolio is down 4.5% thus far in 2011 and I yawn, gulp down my blue pill and prepare for the Pats-Jets.
While there is a stubborn persistence in the broad and hopeful global rally in rejecting the message of the precious metals and the Gold-Silver Ratio, things will be sorted out soon enough if the historical view that #119 takes a look at is a useful guide.
I feel that NFTRH119 is the best letter I have ever written. Not sure if that is just my perception or something approaching reality. It is written by an analyst sporting negative 2011 performance and a somewhat frustrated mindset. But it also seeks to dissect the dynamics in play and intelligently interpret them. I think it does that pretty well.
NFTRH119 out now. Enjoy the remainder of your weekend... and GO PATS! http://www.biiwii.blogspot.com
Take your blue pills... NFTRH119 Out Now
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