Reset

I think it's probably time to reset the ol' portfolio. Put most of your money in cash. The thing is that the following data reports are coming up (thanks to http://www.briefing.com/Investor/Public/Calendars/EconomicCalendar.htm):
Retail sales 9-14, Biz inventories 9-14, CPI 9-19, Core CPI 9-19, Housing Starts 9-19, and Building Permits 9-19
I don't foresee good results out of any of these statistics. Could be a rough couple of weeks but to throw in some fresh scraps there's BCO which is near it's 52-week low. LVLT is near it's 52-week low keep in mind it is typically highly volatile. If you think oil's going to keep it up there's always BRY. FCX is 8 points off of their highs. If you're optimistic then there are options out there but I'll still recommend the 'safetys' GLD, SLW, FXE. We'll see how it all pans out. Shout out to JGJ's brother Anthony Galt whose birthday is today!
John Galt Jr.