November 2018

by | Nov 1, 2018 | Tidbit

Now is no time to retreat. Volatility makes us all uncomfortable. Corrections are part of bull markets. What’s happening right now has more to do with sector rotation than another 2008. Stay nimble, be tactical and try to keep your wits about you.

October 2018

by | Oct 1, 2018 | Tidbit

October is historically a very volatile month for stocks. What should you expect this October? I suspect it will likely play out much like the majority of past Octobers. Avoid being spooked during this month of ghosts and goblins. Market fundamentals remain intact and...

September 2018

by | Sep 1, 2018 | Tidbit

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

by | Aug 7, 2018 | Tidbit

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

by | Jul 2, 2018 | Tidbit

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

by | Jun 5, 2018 | Tidbit

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.