Oct

29

I have a model which at its root is theoretically (but not operationally) similar to the Fed Model, and its job it to tell me where to allocate assets among equities, debt, gold and/or REITS. I also include a few other items as 'tracer bullets'. At this time the allocation model would have most of its money in equities, and importantly no money in REITS. However when I look at my list of 30 stocks to buy, 23 of them are REITS and 2 are utilities. So if I have to rotate out of something, my only choice is cash.

Could this suggest something ominous?


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