International Focus

there were a couple of articles today that focused on international data points rather than the US navel gazing in which many of us participate …

First Dr H https://seekingalpha.com/article/4121659-saudi-purge-crude-crash-course-geopolitics

  • a good reminder that events and behaviors we have nothing to do with may change the short term and / or long term value of our investments …
  • Need to keep an eye on geopolitical events (not for the headlines, but how they impact investments which is often greatly obscured for obvious reasons)

Second … https://seekingalpha.com/article/4121577-current-valuations-bond-market-part-ii

  • another vector of rationale as to why the US rates cannot increase without changes internationally … regardless of what power Fed or Administration thinks they have …
  • this author and i are pretty aligned, btw … i too keep buying fixed income assets when 10yr inches above 2.4% … i also have moved cash assets into 2yr ETFs within my non-taxed accounts as those rates spike

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