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… Continue reading August Stock and Fund Picks
Tag: Fund picks
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… Continue reading June 2019 Stock and Fund Picks