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 In The Lonely Bull

One by one the ghosts shadowing this market are dissipating. Emerging market weakness was supposed to kill growth.  It has affected a few companies, but is irrelevant for most.  Higher interest rates were going to kill our rally; really!  Interest rates are extraordinarily low and even when rates rise, they still will be so for a long time.  And the third big ghost low energy prices is turning out to be a boon for many more than are hurt.

As these ghosts are dissipated by facts; investors have regained confidence and are taking advantage of opportunities. And there are many.  Dividends rates are very attractive in many cases, commodity firms are on their backs and at the bottom of a cycle, many financial firms are trading at historically cheap valuations; just to name a few.

We asked our clients to stay steady, now is when rewards are reaped.

The Lonely Bull

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