Sector Rotation: An Alternate Goldbug Scenario I don't think that I can remember a more tumultuous three-week trading period than the one we just experienced. My portfolio designed exclusively to take advantage of two major trends-the decline of the US Dollar and the rise of the rest of the world (mainly BRICs and emerging markets)-was alternating between the agony and ecstasy of investing in these high-performing groups on a daily basis as my personal "Daily Performance and Sentiment" chart below indicates. Below is an extract from a commentary originally posted at www.speculative-investor.com on 1st November 2007. In the 16th April 2007 Weekly Update, we discussed the Economic Confidence Model that was developed by Martin Armstrong (Princeton Economics) decades ago, based on the theory of an 8.6-year global business cycle. A graphical representation of the Model is included below. OK, it's not what it sounds like. What I mean is: in a world of rising energy prices, most politicians are busy trying to score cheap political points on energy and few are offering any practical, long-term solutions. Assemblyman Chuck DeVore and his common sense effort to lift California's 31-year-old ban on the building of any new nuclear power generating facilities stands as a shining exception. Hear about his efforts as he joins me as a guest on the latest edition of my weekly podcast, Market Neutral.