Dear %%first_name%%,
It’s been a bit of a funny week so far on markets – and that’s funny peculiar not funny ha ha. One step up then one step down. A public holiday on Monday for Martin Luther King Jr. Day, meant there wasn’t much to go on from offshore.
But Charlie Aitken is back from his US holiday with some good news. He’s convinced that the US economic recovery is real, and the US dollar is going to continue to rise, which means we all need more US dollar exposure.
Also in the Switzer Super Report today, we have an update on Sirtex, one of Roger Montgomery’s favourite fund holdings, and in Buy, Sell, Hold – what the brokers say, Incitec Pivot and GUD Holdings get upgrades.
Tony Negline looks at another interesting court case that highlights why it’s so important to get documents right in estate planning and our My SMSF for today is an SSR subscriber from Newcastle, who likes the control his fund gives him.
Questions of the Week examine Super Retail, which also had an upgrade in Buy, Sell, Hold, and how to get exposure to Berkshire Hathaway.
Sincerely,
Peter Switzer