Our Yearly Review and Positioning

January 21, 2020

This letter is in two parts – part one – Our General Principles, a slightly more expanded review of our investment and planning approach which I encourage you to read as all our actions and recommendations are based on this.  Part two will review my current observations regarding the economy and investment climate.

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US Market Volatility

The linked article is by Grant Bowers, a portfolio manager for Franklin Advisors and I have seen his comments echoed by other portfolio managers. Although it’s difficult to point to strong specifics, he suggests not to count this bull market out yet – although its 10 year run is long by historical standards, it has been shallow and slow compared to previous expansions. Inflation is not rampant and the risk of a geopolitical shock impacting demand such as the China trade talks may not be as high as the news may be implying.


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