Upcoming Presentation: Tactical Investing in Risk On and Risk Off Markets

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For readers in the Sacramento area and Northern California – my friend and past guest author Jonathan Lederer of Lederer PWM is hosting hedge fund manager Rick Campagna of 300 North Capital here in town for a presentation on his fund’s risk on / risk off investing strategy (one that’s impressively yielded 44% returns since […]

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Great job by our pal Jonathan Lederer, who hit the nail on the head in his most recent market commentary.  He actually published this piece Friday morning, as the markets were going ballistic – too bad I didn’t get the piece published until this morning!  Oh well, as long as you’re not short-term trading (and […]

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My pal Jonathan Lederer, President of Lederer Private Wealth Management, compiled an excellent FAQ regarding the debt ceiling issue, with his take on a recommended investment approach.  Jon was kind enough to allow me to republish his piece here. Debt Ceiling Q&A By Jonathan Lederer, President, Lederer Private Wealth Management With less than three days […]

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We’ve got a special treat for you today – our good friend Jonathan Lederer, President of Lederer Private Wealth Management, put together a very well written and thoughtful portfolio strategy outlook for his clients last week (before today’s blood bath).  And he’s been gracious enough to share his letter with us – so here it […]

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Dubai’s Meltdown The Thanksgiving holiday is traditionally a very slow time for the markets…not so this year! Dubai rocked the financial world with its announcement to debtors that it needed a bit more time to make good on outstanding debt payments. Uh oh – here we go again? Global markets reacted quite violently to the […]

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So which will it be…IN-flation, or DE-flation? That’s the $52 trillion question at this point. There are many worthy opinions to consider on each side of the debate. But who’s right, and who’s wrong? I think it’s important for us individual investors/traders to keep an open mind to all thoughtful, intelligent argumets. Which leads me […]

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