You may be familiar with the World Economic Forum’s (WEF) annual meeting in Davos, Switzerland, where leaders from around the world meet to discuss the most pressing issues facing our collective societies. The WEF produces a Global Risks Report summarizing the results, based not only on the discussions at the meeting but also on feedback…
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Following up from last week’s post, a reader wrote that it would be more realistic to compare how the broader stock market performed under Trump than under previous presidents. Frankly, I don’t see the value of this exercise. As I stated in my last post, I believe that at best a president can only indirectly…
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In his State of the Union address this week President Trump touted the “great” U.S. economic performance during the first two years of his presidency as one of his key accomplishments. Although he did not mention U.S. stock market performance in the speech (likely because it did so poorly last year), he is also on…
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Among all the different types of investments available these days, U.S. Treasury bills, notes, and bonds are the only securities considered risk-free. Given the current volatility stock markets worldwide are experiencing, it’s natural for investors to start thinking about adding treasuries to their portfolios to mitigate the risk. The decision, though, is a bit complex…
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