Return Quilt As Of 09/30/2018 Thanks BA for the quarterly update! Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk,
According to JP Morgan, repatriation usage is as follows: 49% Debt Redemptions 46% Stock Repurchases 5% CapEx These funds are fungible meaning that the CFO will use them at their discretion based on perceived internal rates of returns. While the government can create incentives to move the profits back onshore they can’t dictate how they
Like I said yesterday, don’t trust the Fed’s Dot Plots. The market doesn’t! Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees
…Please Ignore Why? The Federal Reserve board record of estimating economic activity is – in one word – bad! Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. Different
When Predicting, Predict Often Without A Timeframe Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be