Portfolio Review and Analysis

Portfolio Review and Analysis

By Julien B. Booth

August 21, 2015

Macroeconomic Physics – Reality Returns II Bullets

NET-NET: Will the Federal Reserve raise rates into a chaotic Europe, Chinese devaluation, plunging commodity prices-surging US Dollar, and unstable global macro marketplace?

INTEREST RATES will be LOWER for longer. There is a compelling opportunity in tax-free bonds, closed-end funds, REITS, some mortgages, and selected bond-like stocks/MLP (utilities)