TOLZ - Funds That Do Well When The Dollar Is Falling And Inflation Rising

Introduction

This exceptionally long business cycle appears set to emerge from its third growth slowdown and has now reached the stage where a cyclical bull market in commodities can be expected. We are prepared to make timely adjustments to our investment portfolios to take advantage of this potentially inflationary environment.

- Our Business Cycle Work Is Close to Signaling a Stage III. Guess Which Market That’s Bullish For?, Martin Pring

Each month, I extract about a thousand funds from the Lipper database using the Mutual Fund Observer screens. I rate these funds based on