Live From PV…. HGSI Doc Top Down Review for 3.30.14
Greetings. I am out in Sunny Palos Verdes at the March HGSI Summit. We had a wonderful day today and I wanted to post this review before I get burned out after the next 2 days. This is an unusual market where my gut feels like we have a had a big sell-off while the major indices are holding up fine. We are seeing a huge rotation out of the momentum small growth stocks to the safety of big dividend paying older stocks. Energy is also on the move with the unrest in the Ukraine. Join me on my Top Down Review where we take a look at the market and try and understand where this is going. Remember cash is a position and if the market rollover continues you need to remember capital preservation.