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Indexes vs Portfolios

“Davidson” submits:

Across the investment cycle, every index composite is adjusted to reflect institutional interests. This always generates problems when comparing portfolio performance to any index as the cycle progresses.

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The Oil Situation

So far we are up 78% in out DTO short….

I think there is still plenty more gains in store for it.

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If It Goes Up, Valuation Goes Out The Window

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Gold, Oil & Inflation