I don’t know about you guys but I am ready to take on the fall. I feel recharged and plugged into the flow of markets, but also a little fat, happy and refreshed after some time away from my normal routine. I am expecting the post-Labor Day sprint to the year-end holidays to happen in a flash like it usually does and with plenty of excitement along the way. Let’s be ready for anything and make the most of it.
Regularly scheduled programming is resuming with our weekly reports now that everyone is back in the saddle. We do have a number of work trips and conferences between now and year end. I will be relaying those dates and locations in the coming weeks in case anyone wants to meet.
This week’s issue covers:
September FOMC.
Oil update.
Gold’s positioning flush.
Tech rotations.
Asset allocation thoughts.
