November 19, 2012 at 15:57 PM EST
Gold And Housing Plays Look Enticing Going Forward
I turned cautious in my last monthly review, arguing that US stocks would need another catalyst to move higher. A potential driver was the upcoming Q3 earnings season. Unfortunately, this catalyst failed to inspire the markets and the S&P 500 Index (SPX) lost almost two percent. My defensive stance, however, resulted in a small portfolio gain. [More...]
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