google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 Fund picks Archives - MarchéEconomics

Fund picks

Tag

August Stock and Fund Picks

Week 1 -2 (Aug. 1 - 15): There are changes to my personal portfolio from July. Specifically, I'm dropping EPR and CCMNX and adding PHD and BSL. These changes are now reflected in the updated portfolio. Most stock analysts are weak at Open Economy Macroeconomics and tend to look only at the initial static effect on GDP from increased tariffs on China announced for Sept. 1st. This abstract view underestimates the vastness of the negative macroeconomic consequences of Trump's tariffs.…

June 2019 Stock and Fund Picks

Week 1 (June 3 - 7): Tariffs on Mexico that would go in effect on June 12 will be bad for Mexico, US companies staying competitive by operating in Mexico and the stock market, dovish Fed or not. Estimates of the cost of tariffs on consumers is now twice as much as the benefit from the tax cuts. This erodes any net gains from all positive supply-side policies (deregulation and tax cuts) already enacted. Global growth forecasts have decreased substantially…