– Large caps look best for remainder of this cycle (3 minute video)
– Big cap stocks best positioned for all conditions (2 minute video)
– Multi-nationals have never been better value (7 minute video)
Time to favor large cap stocks
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Monthly Archives: May 2011
Fear strikes commodity markets
– Speculative fever has been broken (5 minute video)
– Commodity speculation curtailed with QE2 ending (4 minute video)
– Pull back in commodities is good for markets longer term (16 minutes)