Peter Grandich is active back on his own website and this morning posted an update that I feel is a must read (site now gone, Peter is here).
I am sure you are getting conflicting signals from the investment media and various investment newsletters.
This update of Peter’s seems to cut through the fat and go straight to the meat of what I agree is the current investing environment.
His model portfolio and most of his stock buy and sells over the last 1 to 2 years has been spectacular. Others can only dream of doing so well.