The whole gang will be arriving home next week. The occasion is a wonderful wedding celebration for a wonderful family. We have all been lifelong friends since our eldest daughters were in toddler play group together. We are truly looking forward to seeing “little Diane” and their whole family so happy on their very special day. We can also thank them for the bonus of having everyone together and a great time that will be had.
This Past Week and more; As we have been looking and advocating for, markets, except for a one day relatively mild reaction last week, decided to largely ignore Trump Trade issues in favor of earnings and the economy. Most major world indices were up, including the TSX, SP500, and DOW, at 1.2%, 1.5%, and 2.3% respectively. If investors can keep some perspective on Trump’s tactics and possible impacts; we may see markets run up a little more, as they should be based on the normal metrics.
We have been making portfolio adjustments accordingly and it has been serving clients well. If you have questions about your portfolio, or have not had a meeting about our very successful PIM – Private Investment Management – solution. Please contact myself or my associate Thao to receive more information and/or set up a meeting.
The Weekend/Weather; Churchill Park in Cambridge hosts the Scottish Festival this weekend. With all kinds of activities and events including, (of course) the highland games, it promises to be a fun time. For more information go to http://www.cambridgescottishfestival.ca.
After today we appear set to have a little relief from the heat with temperatures in the 70’sF/ low 20’sC, possibly hitting 80/25 a couple of days this week. We have about a 50/50 possibility of a thunderstorm this afternoon, with higher chances of rain Friday and Saturday.
Otherwise, enjoy a very pleasant week!
Global Insight WEEKLY
Riding earnings momentum, but tuned in to tariff tiffs
July 12, 2018
Global Insight Monthly
European equity downgrade: Continental drift
July 2018
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