Energy Takes the Lead, but Don't Sleep on Deflation

A strong start for the Ross Report tracking portfolios

It was a great week for energy investors, and for the Ross Report portfolios.

The Long-Only portfolio delivered a 1.3% return, versus a 0.83% gain in the S&P 500 and 0.3% return in the Nasdaq.

Strong rallies in energy stocks across the board, plus gains in Venator and Altria, offset a sell-off in U.S. Treasuries.

Notably, the Long-Only portfolio’s outper…