Thanks for the actionable information at the emergency Japan Earthquake webinar yesterday. You saved my bacon and credibility with my advisory clients. I don’t know how you see around the corners so well….
I use a traditional strategic/tactical asset allocation strategy for clients primarily using ETFs. I employ both your long term portfolio to guide strategic allocation and trading portfolios for tactical overlays. It’s a struggle sometimes to marry your asset allocation/trading approach to my more traditional mean variance/buy and hold approach. But that’s my problem not yours.
You’re doing wonderfully. Keep it up! Let me know when you’re coming back to Chicago. I owe you at least a cocktail or two.