The Weekly View: Lowering International Exposure in our Growth & Income Portfolios: US Housing a Bright Spot
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May 08 2012

Commentary by David Fuller

The Weekly View: Lowering International Exposure in our Growth & Income Portfolios: US Housing a Bright Spot

David Fuller's view My thanks to Rod Smyth, Bill Ryder and Ken Liu for this ever-interesting letter published by RiverFront.

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I just want to wish you and your family many happy years in your new abode. My wife and I relocated to the UK from South Africa two years ago so am familiar with the levels of stress involved. Now rapidly approaching my 80th year and being a subscriber on and off since the hard copy days , I really have gained so much from your knowledge and expertise. The Friday videos I find especially useful where your wisdom and understanding brings together so many facets of the markets which I would not have thought of.

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Eoin, Prompted by a recent subscribers comment I would just like to mention that I have been a subscriber for many years and can happily say that I have always considered it money well spent.I read and listen to your market commentary most days and very much appreciate your calm insight and intuitive free thinking.I find your choice of topic and charts chosen on any particular to be more powerful for the very reason they are your choice of topic and charts chosen for that particular day. Please keep up the great work.

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Your appreciation of the macro position is unmatched by any of your peers! Coupled with a practical and current assessment of the opportunities currently available it provides me with an invaluable source of information and the strength of the “Chart Library” which I depend on year after year. Thank you. David would have been so proud of how you continue to promote his and your investment philosophies. Keep doing what you do so well although I find it incredible that you can still maintain such a high quality with all your other commitments.

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Eoin-As a very long time subscriber I would like to thank you for the excellent service you provide. Your explanation of the "financial repression" term today was superb. I also want to thank the subscriber who asked the question. Best rgds

JA 15 January 2021

Eoin -long term picture video What a masterful summary of the position we find ourselves in and a clear sighted exposition of the opportunities and threats that face us in 2021. Thank you again for your guidance.

DH 04 January 2021

Dear Eoin Happy Holidays to you and your family and thank you for the very informative briefings. I am so impressed at the breadth and depth of your insights. It is truly an enjoyable journey to see the world through your eyes and gain the benefit of your years of experience in the financial markets. Wishing you a safe and prosperous 2021

DR 24 December 2020

Eoin - I have been a subscriber for just over 30 years, and in that time I can't recall many times when a clear and concise analysis of economic and political conditions was as important as it is today. You are doing a wonderful job at keeping the collective informed, allowing us to see a broader picture than our individual biases might otherwise give us. Thanks so much!

GB 26 November 2020

Dear Eoin, Congratulations our last subscriber commentary was exceptional. You have done wonders for my confidence and ability to help my clients. Keep up the good work.

RB 26 November 2020

Eoin - I recently renewed my annual subscription (for about the 30th time) and I had to write to tell you that Friday's big picture audi/video was worth the entire amount for the year. Thanks so much for sharing such interesting information. I hope all subscribers are paying attention right now. Thanks again, Glen Baird Little Silver, NJ

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FTM looks at markets globally and technically; the best.

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I find David's and Eoin's analysis is refreshingly different, with it's basis in crowd behaviour combined with a relatively uncomplicated use of charts.

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I want to say thanks for all your interesting charts from all over the world. You both give us a fantastic wiew from around the globe! Some examples,Valeant,Kinder Morgan,Orocobre and metals. They have all recently helped me pay my expenses and more.

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Essential chart library plus interesting thematic comment

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Good product, simple as that.

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I appreciate David and Eoin's insightful, level-headed commentary.

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It's a very time efficient and considered source of financial information.

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I have subscribed for many years. I value David's judgement highly - he has made some excellent investment calls and his commentary is often insightful. The Chart library is a particularly useful resource.

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I have been a long term satisfied customer myself.

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The Weekly View: Lowering International Exposure in our Growth & Income Portfolios: US Housing a Bright Spot Comment of the Day

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The Weekly View: Lowering International Exposure in our Growth & Income Portfolios: US Housing a Bright Spot
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