Portfolio Strategy Implications
This week’s program examines possible outcomes of currently escalating global tensions:
Portfolio preparation for worst case scenarios?
North Korea’s arsenal?
Current US Navy global positions?
Tillerson’s chilly visit with productive conclusions?
Iran and North Korea nuclear alliance?
Headline Round Up!
*Deflation! Producer Prices Actually FALL?
*Which Way is Up? 30 Year US Treasury Yield Declines??? But T Bill Rates Went UP?
*Severe Recession for Parts of Retail (In a Good Economy)!?
*LNG and Black Gold Rush: New Infrastructure to Transport Natural Gas to Gulf Coast!
*Guggenheim’s Minerd Predicts Correction and Advises Waiting Until October for Equity Allocations. Where should you keep your dry gun powder? With “the team that cares.”
*Austin Based Whole Foods Activist Investor Shopping the Company to Kroger or Amazon?
*Americans Pay More for Healthcare than the 85 Cheapest Countries Combined!
*Emerging Market Rally!
*London Falling? Housing Prices in a Slump.
*Earnings Season Update! Banks Rock!
*Power Outage! Public Utility Commission of Texas Blocks Sale of Oncor a Second Time?
*What Could Cause the Next Rate Spike?
*Trump Says Low Rates and Weaker Dollar?
*Laurie Logan is Going to Omaha for Warren Buffet’s Annual Soiree!
*How Rich is Trump’s Team?
*Trustee Boot Camp! To TOD or not to TOD? Transfer on Death supersedes wills and may leave estates short of cash. Map out your estate plan with specific case examples.
*McGowanGroup Asset Management posts its first quarter client results online!
*Dry Gun Powder! And where to keep it now.
*RMD to Charity?
*529 Plans: What can they be used for?
*Retirement Preparation and Decisions Real Time!
Featured Research Solutions:
Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
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