The Weekly View: Stock/Bond 'Gut Check'
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September 27 2010

Commentary by David Fuller

The Weekly View: Stock/Bond 'Gut Check'

My thanks to Rod Smith, Bill Ryder and Ken Liu for their excellent timing letter. It is posted with no further comment other than that I am in general agreement. Here is a brief sample

The 'Boomers' And Their Need For Income

The baby boom generation usually seems to overpay for assets that are associated with each stage of their lifecycle: growth stocks in the 1990s when the boomers were in their 40s and 50s, vacation homes in the 2000s and now - fixed income.

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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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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.

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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

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