Final Investment Letter Posting and changes to blog layout

Due to professional commitments, which I expect to take up most of my time over the second half of the year, I will discontinue my investment letter postings.

However, I will be writing more individual posts on different aspects of the economy which will reflect my view that would have been on subsequent investment letters. One thing is certain, I remain very wary of this rally as it is based on “recovery hopes” and leaves a more healthy fundamental base to be desired.

Once again thanks for your support.

Here is my final investment letter (to be followed up by more individual postings)

Where we are (yet again new highs!!):
Dow Highs: 9287 (Up 42%)
S&P Highs: 944.89 (Up 48%)
Nasdaq Highs: 1862.37 (Up 58%)
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Final Investment Letter
Final Sectors

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