Your Monday Investment View,
🎯 Remain Rational
We put it in black & white, then time stamp is as a post for proof.
From the Distilled Perspective,
of Patrick T Bulger, 04/14/2025 am
It's called Distilled because we start with raw data, and refine from there.
So, we start the week after fireworks last week.
Markets will settle where they may.
Please see the last post from 4/11 with the view on Tariffs.
From here:
The sum total of global news has not been to the positive.
Overnight, numbers out of Japan seem underwhelming.
also,
Social Financing numbers out of China
appear as seasonal not exceptional.
We've not gone to an economic situation of healthy.
We've gone back to what we were distracted from:
A condition that comes across as rather unhealthy.
Add Ray Dalio is in the news as, "Concerned".
Add that to the Buffett behavior of the last 2 years.
Add Steve H. Hanke - Professor of applied economics at the Johns Hopkins:
2 recent points,
1) “The US economy has developed some tell-tale signs of the Great Depression.”
2) Also referenced last week’s treasury auction as “Failed”.
This is a time when you should be reaching out for guidance on your portfolio,
Proactively, Before a Proof-By-Loss Event.
Click "Ask" in the top menu.
Thanks for reading.
All the best,
PTB