This article was written on September 13, 2019. For our next monthly newsletter. I did not anticipate the events of the past two weeks to evolve as quickly as they have, but the core thoughts remain very relevant.
This year the public equity markets have managed to brush off all economic and political news and continue to new highs. As of last night, the SP 500 sits at 3009.57, very close the all-time high of 3027. The SP 500 is up 20% this year, making it a very good year for