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Bank Credit Analyst: Get Defensive on Global Equities
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Author Bank Credit Analyst: Get Defensive on Global Equities
HenryTo
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Joined: 06 Aug 2004
Posts: 11722
Location: Los Angeles, California
PostPosted: Wed Apr 20, 2005 7:02 pm    Post subject: Bank Credit Analyst: Get Defensive on Global Equities Reply with quote
Says to get out of cyclicals and that the reflation trade is over:

http://www.bankcreditanalyst.com/public/story.asp?pre=PRE-20050420.GIF

International equities are the most vulnerable and I will urge all my readers to get out of international equity funds along with commodity funds.
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