Good economic data continue to come in and support our thesis that U.S. growth is entering a durable uptrend. And this week, the Federal Reserve modestly dialled back its asset purchases, while reassuring markets that capital will be available at low rates for the foreseeable future. We also read positive news from other parts of the world.  We believe that markets can likely be gradually weaned off QE without an interest-rate spike — but we are watching carefully for signs that spike may be nearing. While we anticipate a 10 to 15 percent correction sometime in 2014, we think that the year as a whole will see markets rise.

Complimentary Access To Our Year- End Conference Call

We hosted our year-end conference call on November 15, 2013 for our gold subscribers and investment management clients.  On the call we discussed the 2014 investment outlook for stocks, income investments, commodities, and other markets. 

For a limited time, we are making this exclusive conference call available to the public.  Simply click the link below to register and you will obtain access to our 2014 investment outlook.   

2014 Investment Outlook (Stocks, Income, Commodities)

  • Global GDP Growth: We discuss global GDP growth for 2014 and discuss the markets that are poised to do well.
     
  • Attractive Industries: We discuss the drivers of growth and examine what industries we think are attractive.
     
  • Commodities and Income Investing: We discuss commodities and income investing. We examine bonds, REITs, utilities, and emerging market debt.
     
  • Open Q&A With Our Gold Subscribers and Investment Management Clients: We answer our gold subscribers' and clients' questions concerning markets and investments. 

Click the button below to register.