After last week’s action, “sell in May and go away” doesn’t look all that bad at the moment. But if one did, where would one go: cash, U.S. Treasuries, U.S. Dollar, gold? And if one did, when do you come back…if at all?

Remembering that I put my pant legs on one leg at a time like everybody else, I will try to paint the big picture and also comment on selected model portfolio stocks and Grandich client companies.

…..read more HERE