Pragmatic Capitalism

Practical Views on Money & Finance


The latest Rosenberg note goes to great lengths to break-down the current economic malaise and the market’s recent swoon.  It’s conclusion is short and sweet though.  Rosie provides investors with 8 of “the most appropriate strategies” given the ailing markets:

  • Hedge funds
  • Dividend Strategies
  • Long oil, gold, raw food
  • Reduce base metal exposures
  • Short the Euro
  • Defensive sectors
  • Low levels of leverage/risk
  • Focus on quality and liquidity.

Source: Gluskin Sheff

Cullen Roche

Cullen Roche

Mr. Roche is the Founder of Orcam Financial Group, LLC.Orcam is a financial services firm offering asset management, private advisory, institutional consulting and educational services.He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance and Understanding the Modern Monetary System.
Cullen Roche

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