If you are wondering what the value of the letter is check out this gutsy call yesterday that is a big reason we had a great day today:
“Real Estate is the only thing doing well in the last week, we are worried about a flip given the last month was one of the poorest. So for now we don’t see any great Sectors to target really.”
Covered in this letter:
Market Update
Sector Update
Cap/Growth & Value + Sector Update
Portfolio Drops