Davos fallout, earnings feelings versus fundamentals, and the next commodities move
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Davos fallout, earnings feelings versus fundamentals, and the next commodities move
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Vijay Marolia, chief investment officer at Regal Point Capital, enjoyed the "Game of Thrones" atmosphere he saw from the World Economic Forum in Davos, Switzerland last week, and says the lesson from the event was to keep watching geopolitics without over-reacting to them by overhauling your portfolio. Further, in "The Week That Is," he discusses how the market is reacting to feelings rather than fundamentals in the current earnings season, and how it's still not too late — even after silver's new highs last week — for investors to reconsider their commodities holdings and strategies, whether that means finally adding them to a portfolio or rebalancing stakes that have gone up.
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