August 11, 2016

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Global Market Comments
August 11, 2016
Fiat Lux

Featured Trade:
(OCTOBER 7th INCLINE VILLAGE, NEVADA GLOBAL STRATEGY LUNCHEON),
(TIME TO ROTATE FROM DEFENSIVES TO CYCLICALS),
(T), (DUK), (SPG), (CAT), (X), (GE), (BAC), (TLT),
(A VERY BRIGHT SPOT IN REAL ESTATE),
(A SHORT HISTORY OF HEDGE FUNDS)

AT&T, Inc. (T)
Duke Energy Corporation (DUK)
Simon Property Group Inc. (SPG)
Caterpillar Inc. (CAT)
United States Steel Corp. (X)
General Electric Company (GE)
Bank of America Corporation (BAC)
iShares 20+ Year Treasury Bond (TLT)

/by

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Time to Rotate from Defensives to Cyclicals August 11, 2016 - MDT Pro Tips A.M.

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