WC Whiner

Why The Pundits Are Wrong On Caterpillar

24% a year is quite a goal. I tried checking your site to see how close you've come since '97, but am stymied. Any luck reaching those numbers across portfolios?

In re: CAT, I think I'm with PIMCO: housing slows, consumption growth slackens, and all cyclicals watch their markets slow. International is no great help then, not 'til the US ceases to be the consumer of last resort.