We are in the middle of what can be best described as the most hated rally of all time. Retail investors have been sellers, having seen similar highs three times already. And economists, who should know better than to opine about the stock-markets, have labeled the rally as “without underlying fundamentals.”
But seasoned investors will know that the market is forward looking and its default setting is “optimism.” Who knows when this rally will end? But as long as it lasts, its time to press as hard on the accelerator as you can.
Go High Beta!
We created an Investment Theme a few days ago that consists of a portfolio of fairly liquid high beta stocks. It has beaten the cr@p out of every other portfolio so far. You can have a look at the theme here: Market Fliers
[stockquote]PRECOT[/stockquote]
