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Qwest Investment Management Corp. is pleased to provide you with the Qwest For Returns - Newsletter.
Qwest welcomes your comments and/or opinions. Please feel free to contact Maurice Levesque, Managing Director, President at
mlevesque@qwestfunds.com |
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| ISSUE #6: HOW THE TREND CAN BE YOUR FRIEND |
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| Around the world economists, politicians and investors continue to debate whether inflation
or deflation is the risk in 2010 and beyond. Traditional asset allocation will not provide expected performance in
either an inflationary or deflationary scenario. There are trend following principles that can assist investors to
navigate through the maze of expert opinions. |
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| February, 2010 |
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| BACK ISSUES |
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| ISSUE #5: WEALTH MANAGEMENT IN AN AGE OF UNCERTAINTY |
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| As we enter 2010, we remain selective and cautious commodity bulls. We believe
investors will be well-served by employing dynamic asset allocation techniques in their investing activities. |
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| January, 2010 |
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| ISSUE #4: WHAT IF EVERY GOLD BUGS' FANTASY CAME TRUE? |
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| We remain gold bulls, but we are not in the extreme gold bugs' camp. In this issue,
we offer an opinion as to why gold going into the stratosphere would not be good for even the extreme gold bugs. |
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| December, 2009 |
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| ISSUE #3: CALL OF THE DECADE: INFLATION OR DEFLATION? |
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| It has often been said, because we tend to forget, the two rules to investing
are: #1 Don't lose money; and #2 Don't forget rule #1. In our November newsletter, we look at the inflation/deflation
debate and how an investor might capitalize on either event becoming a dominant future trend. |
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| November, 2009 |
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| ISSUE #2: SIGNIFICANT NEW FINDS = THE END OF PEAK OIL? |
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| In this issue we present the case for peak oil, emphasizing that talking about peak oil today is not
about how much oil there is in the ground, which we refer to as reserves, but the
potential imbalance in oil extractive flows or, said differently, how much you can bring out of the ground at any one time.
The facts are, the world is facing falling production and it is more difficult and expensive to replace
production in the foreseeable future. |
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| October, 2009 |
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| ISSUE #1: GOING SOUTH TO ARGENTINA |
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| In this issue we explore if the U.S. is making the same mistakes as Argentina did a century ago. Will the U.S. see its competitiveness erode, its economy weaken further and the U.S. Dollar continue its decline? A weakening of the U.S. Dollar could be bullish for commodities. |
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| September, 2009 |
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