It’s a bull market! That fact is clear when you look at our market timing indicators, which couldn’t be more clearly bullish than they are now. And in the past couple of weeks, we’ve seen some real leadership-quality stocks (not just the beaten-down banks and insurers) come under accumulation. That’s a great sign. There will be ups and down, but there’s little doubt the bulls are in control. Thus, you should be bullish, and look to put more money to work, hopefully on pullbacks (like today’s light-volume retreat). In tonight’s Letter, we highlight some strong commodity ETFs on page 5, as well as a couple of individual commodity stocks on page 4. We also write about the unusual strength seen in NetEase (NTES), which we averaged up in last week. And, of course, we cover all of our Model Portfolio stocks on pages 2 and 3. Get all the details inside!
