Guggenheim's Weekly Macro View Commentary

Fail to Prepare, Prepare to Fail, by Scott Minerd
Having enjoyed investing in a “risk on” environment for the past five years, it is important for us to be cognizant that the excessive margin of safety, which made it easy to buy U.S. stocks and bonds over the last few years, will not exist forever. Now, we must become more cautious.  Read more.