Bearish Onslaught Continues
This column is a weekly series that describes, at a very high level, how we manage our long-term portfolio. We use John Murphy’s inter-market ideas, looking at the performance of equities, bonds, commodities and foreign exchange markets. We attempt to measure appetite for risk, and from that draw conclusions on whether to go long or short these asset classes.
We attempt usually to avoid media driven sentiment, preferring instead to listen to the market, and try and “Do more of what is working, and less of what is not”.
Investing, Long Term Investment, stock market | admin March 22, 2010
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