Debt default? I'm still investing
Lawmakers are actually providing an opportunity to get in
Here’s what I’d like to share this week:
As the United States government sits at the precipice of a debt default, I’ve bought three new stocks for the portfolio.
Deglobalisation and what it means for value investors.
Because it’s May, I’ve spent an excessive amount of time in and around the gardens. Yes, I have two; one is traditional with flowers for borders, some green space, and a patio, and the other is strictly for growing vegetables. It was among these ecologically inspiring places that I discovered how to do the work of becoming a knowledgeable investor.
I’m winning the battle of the bugs in the garden with at least a few plants getting off to a good start.
Charlie Bobrinskoy of Ariel Investments, and Scott Chronert of Citigroup make some good points as to what has driven the market year to date, why the debt default doesn’t matter, and some ideas for portfolio positioning.