Global: More Investment Mush in the US and Japan

Introduction

Many of us older folk are getting a little nervous. That is why I preserved my profits some time ago, my Economic Clock Fund having risen 11% in September alone (thus representing an annualized gain of 283%!), and my Theme Fund having shot up 31% in one month (thus representing an annualized increase of 32-fold!).

We just have release another piece further supporting our view of a market slide, and particularly which sector to avoid. Here are some more public thoughts that we aired on CNBC today. Take a look at today's notes for this morning's show, too.

Online Video Clip



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