The world is swirling in negative events and pending negative events that
are pushing and pulling on market prices, as well as investor emotions. Those
negative forces are reasonably well known to most of you, so we won't try to
enumerate them.
Our key point is that there is no calculus to sum and net all those factors,
which have included an abundance of major surprises. However, all the while
the markets are at work, providing in their own way, a net redux of the myriad
forces that are pushing and pulling at the world's economy, influencing the
level of interest rates and the fortunes of companies.
Disclaimer: Opinions expressed in this material and our disclosed positions
are as of July 5, 2010. Our opinions and positions may change as subsequent
conditions vary. We are a fee-only investment advisor, and are compensated
only by our clients. We do not sell securities, and do not receive any form
of revenue or incentive from any source other than directly from clients. We
are not affiliated with any securities dealer, any fund, any fund sponsor or
any company issuer of any security. All of our published material is for informational
purposes only, and is not personal investment advice to any specific person
for any particular purpose. We utilize information sources that we believe
to be reliable, but do not warrant the accuracy of those sources or our analysis.
Past performance is no guarantee of future performance, and there is no guarantee
that any forecast will come to pass. Do not rely solely on this material when
making an investment decision. Other factors may be important too. Investment
involves risks of loss of capital. Consider seeking professional advice before
implementing your portfolio ideas.
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