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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.…

July Stock and Fund Picks

Week 1 (July 1 - 5): As opposed to just kicking the can down the road and giving the Chinese spy company Huawei a life-line, the bullish bias in the market has interpreted the trade truce with China as an actual trade deal . As you know, I'm not in favor of doing any business with the Communist Chinese government or it's enterprise front Huawei. The Fed rate cut is still on the table and this feeds into the bullishness…

March 2017 Stock Pick Performance

March Stock Picks the market again . . . just like in February! Base stocks were minus 1.66% for the month but outperformed the Dow, which was down 2.14%. The S & P 500 was down 1.39% and the NASDAQ was up 0.13% for the month of March. Nothing stellar here as the Trump bump winds down and stocks move into a trading range that is dependent on earnings. What was stellar were the FREE monthly stock picks that beat…