Investing in the Trump Era Requires Patience

The only certainty with investing in the Trump era at this time is uncertainty, and uncertainty can bring sharper swings in the market. Dealing with these swings requires patience. We’ve already seen President Trump’s tweets temporarily move markets. When the president tweeted about costs for Air Force One and the F-35 fighter jet, both Boeing[…]

A Rollercoaster Ride in the Markets

Right now this market is on a rollercoaster and I don’t think any of us are enjoying the ride.  No matter how long or short the length of your investment horizon, days like today test our resolve to stay in the market.  In fact, emotions like fear and capitulation can overcome us.  The market measures[…]

China’s Economic Crisis

Domestically China has gone through an investment and borrowing boom that has left companies with mountains of debt and Chinese banks with mountains of bad loans. Standard and Poor’s (S&P) estimates that China’s nonfinancial companies have outstanding loans of $14.2 trillion dollars with projected growth of this debt to $20 trillion dollars in 2018. This[…]

Market Update: The Market’s Malaise

As summer departs and autumn enters, the world’s stock markets are in a decidedly negative mood. China’s domestic slowdown, the lack of a rate hike by the US Federal Reserve and ambiguity over the state of the US economy are among the reasons for recent market declines. China’s domestic economic slowdown combined with a strong[…]