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Ten Global Trends Every Smart Person Should Know

The investing book of the 21st century so far is the 2020 book by Ronald Bailey and Marian Tupy, Ten Global Trends Every Smart Person Should Know, documenting that the world is getting healthier, wealthier, longer-lived, less violent and cleaner. The authors have now...

It’s the End of The World….Again

"If you mix politics with your investment decisions, you're making a big mistake." -Warren Buffett The last week in October was a terrible week for the market. The S&P 500 index was down -5.6%, the worst week since March. The ValueAligned Model Portfolio ("VAP")...

Hong Kong Retail Sales Takes a Nose Dive

What happens when your stores are blocked with protestors every weekend. Hong Kong retail sales have tanked since protests began.  In the months leading up, retail sales had been contracting year-over-year for four consecutive months. The reading for May came in at...

Real Yields versus Yield Curve Slope

The investment world is fixated on China trade wars a.k.a. tariffs, rapidly declining interest rates, sky-high stock prices, inverted yield curves, negative interest rates and looming recessions around the world. No one can predict the future and investment climate...