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Green Book June 2013

We’re Bullish - But There’s Not A Good Valuation Case Right Now

Strong internal market action argues against the outbreak of a new bear but doesn’t preclude a correction. The debate over the QE “taper” erupted just as a long-reliable Fed-tracking tool tells us it’s time to ease. Are alternative assets effective in hedging portfolios? Commodity producers seem to believe a commodity boom is set to repeat, probably ensuring that it won’t. Record breaking YTD fund flows in 2013. Navigating the perfect storm in the South Korean equity market.  Q1 earnings reports tracking significantly below average. Global yield curve confirms “muddle through” view of the global economy. The 10-year yield will likely consolidate around 200-215 before taking a shot at 245.

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