David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141

Monthly Digest – September 2010

September 15th, 2010

Last month, we brought to you a couple of articles illustrating the increased disenchantment of investors with stocks, and how more and more are seeking the perceived safety of bonds.

We believe that such investors are once again driving with their eyes set on the rearview mirror and making a terrible mistake: we feel strongly that over the next decade, not only are stocks of large companies likely to outperform bonds, but that they will also provide investors with attractive returns adjusted for inflation. In other words, now is not the time to throw in the towel on equities.

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