Date: February 4, 2016
2015’s TURBULENT SEAS CRASH INTO EARLY 2016
They are exposing good value. Surfing the value wave looks an attractive
strategy. Many investors seem braced to do this.
Six months ago, investors were asking, “When should I buy?” They are
still asking. They see the value but not the triggers that will unleash it.
Moreover, as falling commodity prices and 2016’s China induced selling
work themselves out, apparent value is becoming better value! Caution
dominates, but it is precisely caution that often generates the best value.
Despite today’s concerns, we are overweight equities.
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