Clarity
Investors are looking for clarity in the face of multiple uncertainties, more uncertainties than most typical investors can bear. What is going on with China? Exactly how strong is the U.S. economy? When will the Fed increase interest rates? And when will oil prices stop sliding? These are all tough questions to answer. In this newsletter, we will start in the East and move West to reflect on market activity in August and our outlook going forward.
April 2017 Recap
According to traditional etymology, the month of April derives its name from the Latin verb aperire which means “to open”. This makes sense as April is known as the month when trees and flowers begin to bloom in earnest. The blooming that dominated this April involved geopolitics as much as horticulture, however. Tensions were high