| Hello 10th Man Reader, I hope The 10th Man 5 answers I sent you the other day were useful. I know it was a long email. This is because: Nothing is easy in investing, especially nowadays. I feel a kind of moral obligation to share what knowledge I can. Here’s the short summary: you probably own too many stocks; there are not many stocks to like right now; bonds are fine, commodities are embarrassing and that is a reason to own them; the political landscape is a mess; and you really need to look at how your portfolio is allocated right… Now. Anyway, one of the questions I got a lot, was how exactly you can profit from The 10th Man 5. Like, exact trades. Sorry, dear 10th Man reader, but if I gave that stuff away for free, I would not have a business. I need to eat. The cats need to eat. But I can meet you halfway. How about that? I’ll tell you how tomorrow. I’ll give you one hint. I haven’t had this much conviction in this idea since 2009.
Jared Dillian
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