Thursday:
TIPS
Brazil fixed income rule for foreign investors
Consumer stocks
Portfolio Allocation Review
Ricki Otts' presentation on the Gulf spill very worth watching.
WES possible new MLP name. Yielding between 6-7%.
BRAC portfolio review
Brazil USD linked bond
DHR one stand out to the earnings call, wage pressure in EM markets.
Arms: Narrow trading range and low volatility suggest a resistance level has been reached. Very little would cause a criss of the MACD-a negative signal. Sees a turn lower, catalyst would be a rise in the dollar, US and world markets appear to be handcuffed to the value of the dollar.
Portfolio allocation review
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