Monthly Archives: September 2018

Will Tariffs Sink the US Economy?

Posted on 09.27.18 by Michelle Rand in Investment

Aside from the Kavanaugh nomination and Hurricane Florence, the news lately has been dominated by ‘tit for tat’ on the trade front. Meanwhile, the stock market powers ahead. What gives? Isn’t it important to our economy if traded goods are … Continue reading →

The Great Emerging Markets Swindle

Posted on 09.16.18 by Michelle Rand in Foreign Investing, Investment

Unfortunately, the longer I practice as a portfolio manager, the more cynical I become regarding certain aspects of our business. The great push to include emerging markets funds in a ‘diversified’ portfolio has become my favorite annoyance lately. Granted there … Continue reading →