The Art of Trade War

"Commerce with all nations, Alliance with none, should be our motto" -Thomas Jefferson I made my buys for the year on December 28, 2017, see the new portfolio here (Click Here). I've been asked repeatedly to say something about the Trade War of 2018. I've resisted, mainly because I didn't think it matters much to the Mother's Little Helper portfolio. I've also resisted because, frankly, there's no upside for me in this. No matter what my position is I'll get a few hundred flame mails from one faction or another. I'm giving in to my readers request that I comment, this is a really long comment and one that must be understood from the way I look at the markets and politics. To understand t

Yield Curve Yawn

Mother's Little Helper portfolio was UP today +887.39 (+0.76%) Overall GAIN/LOSS YTD: +$132.31 (-0.11%) Our benchmark index, the S&P 500 is UP Year-To-Date (+4.66%) http://money.cnn.com/data/markets/sandp/ "One component of the leading economic indicators is the yield curve. Bond investors keep a close eye on this, as it illustrates the spread or difference between long-term interest rates and short-term ones." -Kenneth Fisher I made my buys for the year on December 28, 2017, see the new portfolio here (Click Here). The portfolio got a little bounce up today but still lags the S&P 500 our benchmark. Because this portfolio is focused on holding long term, 5, 10, 20 years or more, I'm not par

Quick Update

Mother's Little Helper portfolio was UP today +380.65 (+0.32%) Overall GAIN/LOSS YTD: +$987.87 (-0.85%) Our benchmark index, the S&P 500 is UP Year-To-Date (+4.14%) http://money.cnn.com/data/markets/sandp/ “If you owe the bank $100, that's your problem, If you owe the bank $1,000,000 dollars, that's the banks problem.” – J. Paul Getty I made my buys for the year on December 28, 2017, see the new portfolio here (Click Here). The portfolio got a little bounce up today and is finally a tad ahead for the year. The portfolio has a Beta that is half of the average portfolio managers which means that this portfolio experiences about half as much volatility. Lowering volatility (Big swings up and

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice.
This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.

© 2016 by Clay Baker all rights reserved