My Long Term View and How I’m Positioning Portfolios (Oct, 2015)

I’ll preface this post by saying that this is a long one (sorry about that) but it’s worth the time.  To continue on the post from earlier this week where I mentioned that the best long-term investment opportunities typically come with short-term volatility, I’d like to outline my long-term view on how the world, global…

Recent Market Musings

China The Chinese stock market has probably been the hottest market over the last year.  While exciting for the time being, I don’t trust it one bit.  The Chinese economy has been supported by an unsustainable increase in credit the past few years and the bubble has the potential to pop at any moment.  There…

Why the Volatility is only just Beginning

Tomorrow morning the European Central Bank (ECB) will make an announcement on monetary policy and will most likely announce the beginning of their own Quantitative Easing.  I was a bit skeptical of this until last week when the European Court of Justice made it now legal for the ECB to engage in Quantitative Easing and…