“We’re only down 15% from the all-time high of February 19, and it seems to me that the world is more than 15% screwed up.” ~Howard Marks Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATIONPlease remember that past performance may not be
According to the latest research from Deutsche Bank, the Bank of Japan owns almost 80% of all ETFs domiciled in Japan. Is the US Federal Reserve heading in this direction? Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATIONPlease remember that past performance
Now this is on the heels of China removing their guidance for GDP – even though much of the world knows they make up the numbers. The below heatmap of the real-time Chinese economy actually shows some green shoots. However, we are seeing a continued power grab by China in Hong Kong as it is
As of a few weeks ago the Federal Reserve started buying bond exchange traded funds (ETF’s). They Fed >$3 billion in these bond ETFs listed below in May. The junk bond ETF holdings (JNK) are in such companies as Hertz, JC Penney, Nieman Marcus, and Whiting Petroleum. What do these aforementioned companies have in common:
As you can see stock market leadership and performance has been been focused on six stocks over the last five years: Facebook Apple Alphabet Amazon Netflix Microsoft Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATIONPlease remember that past performance may not be