Julien B. Booth

Principal & Portfolio Manager

jbooth@forestcapital.net

Dana Christner

Operations Manager

dchristner@forestcapital.net

 

© 2019 Forest Capital, Corp. - All Rights Reserved

300 McGill Avenue NW

Concord, NC 28027

(704) 750-8000

2400 CrownPoint Executive Drive, Suite 200

Charlotte, NC 28227

(704) 847-0101

(704) 849-0535

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Portfolio Review & Analysis (9-29-15)

September 29, 2015

NET-NET: Will the Federal Reserve raise rates into a chaotic Europe, Chinese devaluation, plunging commodity prices-surging US Dollar, and unstable global macro marketplace?


INTEREST RATES will be LOWER for longer. There is compelling opportunity in tax-free bonds, closed end funds, REITS, some mortgages, and selected bond-like stocks/MLP (utilities) 

 

 

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