Craven Bros Outlook
Transcript of Craven Bros Outlook
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To Reca p, We See...- S lo w Gro w t h Per iod: De b t pa ymen t s consume
d ispropor t iona t e a moun t o f consumer income.- Accord ion- S ha ped Ma r ke t s: Ma r ke t s t ha t go up
a nd
a re in a pos i t i ve t rend due t o go vernmen t s t imu lus.
Ho we ver, we s t i ll be l ie ve t ha t s t oc ks a re in a long- t erm
secu la r bea r t rend.- R is k o f G lo ba l De b t Rese t : T here is a d is t inc t
poss i b i l i t y t ha t coun t r ies a nd ba n ks w i ll ha ve t o t a ke
ha ircu t s on t he ir fore ign de b t ho ld ings, lea d ing t o ba n k
G i ven A l l T h is...Ho w Do We App roa c h t he
Ne x t Fe w Yea rs ?- Be S t ra t eg ic
ou t s ide t he pu b l ic de b t , eq u i t y, a nd commod i t y ma r ke t s
( i.E., a l t e rna t i ve in ves t men t s)- Be Ta c t ica l: Recogn i ze t he need t o
a d jus t po r t fo l io m i x
ba sed on c ha ng ing en v i ronmen t s.- Ca s h: Ma rg in o f sa fe t y
- Ta c t ica l Eq u i t ies: Buy a nd se l l ,
no t buy a nd ho ld
- F i xed Income: s ho r t - t e rm on ly- P rec ious Me t a ls: Go ld, s i l ve r, p la t inum
m i x
- Non- Pu b l ic: A l t e rna t i ve In ves t men t s in o rde r t o a vo id
va ga r ies a nd vo la t i l i t y o f t he pu b l ic ma r ke t s.
P lea se ema i l or ca l l w it h a ny q ues t ions. w w w.cra vens bro t hers.com
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