Monday, June 06, 2016

Assume The Fetal Position!
John Mauldin* refers to comments from one of our favorite Regional Fed Presidents, Richard Fisher*- "Asked in our final wrap-up panel Friday morning how his own portfolio was positioned, Fisher answered: 'Fetal.' And while his answer got a general laugh and a lot of pushback on the final panel from Niall Ferguson, .. it seemed a pretty good summary of the conference ... most people walked away trying to think how they could position their portfolios more defensively. My own suggestion was to diversify among trading strategies rather than among long-only asset classes, a theme that we will explore in a future letter."
LINK HERE to the report
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