September 2018

Wow there’s a lot going on. The rewrite of NAFTA, the imposition of tariffs, the strength of the dollar and its potential impact on global debt. For most, all of these topics are quite confusing. They create uncertainty which typically heighten individual anxieties...

August 2018

Are tariffs on Chinese goods having any impact on China? Consider that as of this writing the Hang Seng and Shanghai Chinese stock indexes are down 17% and 23% YTD respectively, Japan just over-threw China as the world’s second largest stock market and the dollar...

July 2018

Struggling, flat, messy, puzzling…… a few words I use to describe the U.S. stocks market for the first half of 2018. Ironically the U.S. economy is humming. Sometimes the economy and stocks are in lock step with each other. Unfortunately the last 5 months hasn’t been...

July 2018

The media is good with buzz words like tariffs, isolationism, rising interest rates and others to support what moves the stock market especially on days when stock prices are down. Fundamentals in the US remain strong. Are you having difficulty seeing the forest for...

June 2018

So far, 2018 is shaping up to be a muddle through year. Frustrating, but patience and limited daily intake of media noise is my advice for now. Fundamentals remain solid but always stay nimble be tactical and know what you own.