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Archive of entries posted on 12th August 2011

History says the market will bounce. I’m back and optimistic.

This is the Dow this year: This is the S&P this year — similar. They show stocks are down this year. I’m up. For four reasons: 1. Gold. 2. Mortgage REITs, like NLY and AGNC and their high cash dividends. 3. Tight stops. I kicked out of non-diividend, or small dividend industrials, like Caterpillar when […]