I am very satisfied with the recent performance of the holdings in this Healthcare model.
The chip company stumbled earlier this year but now seems to be on track for a large gross margin expansion going forward.
Berkshire is beginning to perform relatively better than it did last year.
Money management is always full of second guessing, and I am no exception.
Danger always lies where there is a crowd. Today the crowd thinks safety is safe.
The wealth effect from higher asset prices such as stocks has become a primary monetary policy tool.
The market is heading up and we are currently looking at stocks to add to the portfolio.
Valuation factors are modestly negative even though interest rates are quite low and the Federal Reserve has pledged to keep them there for some time.
In the long-term, I'm confident that the stocks I've chosen will outperform the market as a whole.
China's economy is unlikely to have a hard-landing and demand for luxury brands like Ralph Lauren will remain relatively resilient.