Summary of Activity: Keep it Concise this week?
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Jamie Isetts
Feb 19, 2012, 9:11:47 PM2/19/12
to Sanguine Strategy
Hey guys,
Since we've simply been following the allocation program this week,
how about we just have a concise paragraph for the summary of activity
describing the outcome of our first week with this method? I think it
makes more sense than having all three groups justify why they "held
their positions" when we discuss the impact of the week's macro events
in the "Week in Review" section anyway.
-jamie
Since we've simply been following the allocation program this week,
how about we just have a concise paragraph for the summary of activity
describing the outcome of our first week with this method? I think it
makes more sense than having all three groups justify why they "held
their positions" when we discuss the impact of the week's macro events
in the "Week in Review" section anyway.
-jamie
Rebecca Sheppard
Feb 20, 2012, 1:23:41 PM2/20/12
to Sanguine Strategy
Hey Jamie that sounds great! In case this helps with the paragraph
here is my "hold" reasoning behind GSG
Maintaining exposure to agriculture, metals and livestock (GSG
$34.25-34.97). Gains this week are most likely attributed to climbing
oil prices, improvements in agriculture futures (beef, milk, sugar),
as well as the continued flight to gold. While we anticipate greater
returns from other stocks, giving us cause to decrease our shares of
GSG two weeks ago, we maintain the belief that the GSG encapsulates
gains in metal in the face of uncertainty as well as capturing agro-
benefits which may prove to increase returns beyond our expectations.
We are watching SLV and IAU to see if more direct exposure to metals
would be optimal, however we will watch the market and the Greek debt
deal this week to see if they are still capturing the flight to
safety. Therefore we remain, like most of the community, bullish on
GSG, but cautiously.
here is my "hold" reasoning behind GSG
Maintaining exposure to agriculture, metals and livestock (GSG
$34.25-34.97). Gains this week are most likely attributed to climbing
oil prices, improvements in agriculture futures (beef, milk, sugar),
as well as the continued flight to gold. While we anticipate greater
returns from other stocks, giving us cause to decrease our shares of
GSG two weeks ago, we maintain the belief that the GSG encapsulates
gains in metal in the face of uncertainty as well as capturing agro-
benefits which may prove to increase returns beyond our expectations.
We are watching SLV and IAU to see if more direct exposure to metals
would be optimal, however we will watch the market and the Greek debt
deal this week to see if they are still capturing the flight to
safety. Therefore we remain, like most of the community, bullish on
GSG, but cautiously.
Jamie Isetts
Feb 20, 2012, 3:55:34 PM2/20/12
to Sanguine Strategy
what about iran?
Jamie Isetts
Feb 20, 2012, 4:01:00 PM2/20/12
to Sanguine Strategy
That sounds great. How about putting that in outlook instead, and add
in a bit about GSG's natural gas or petroleum exposure? I don't know
what you guys already have for outlook, but that's a nice, concise
paragraph.
in a bit about GSG's natural gas or petroleum exposure? I don't know
what you guys already have for outlook, but that's a nice, concise
paragraph.
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