What Investment Data Stood Out This Week?

From The Distilled Perspective of Patrick T Bulger, Capital Management & Analytics

•    Michigan Sentiment, 

Declined further from 55.2 in July to 51.7 in August.
This level is one of the lowest since 1970.

•    Chicago PMI, 

Shifted into Contraction at 47.1 for the month of August, vs. 57.6 in July.

•    New Home sales,

Contracted with a -10.5% vs. 7.8% in the July reading 

•    Strait of Hormuz ship crossings remain near lows, 

12 passings on Thursday, 8/27 preceded by 
12 passings on Wednesday, 8/26
(Source: Windward)  These numbers include Dark Passings

•    Conclusion, 

I see these numbers being supported by other data that I follow & 
In contrast with the noise narrative of "All is well"

•    The Basics that you should know:

• I do not believe in “Just showing up”
  If you value a professional that doesn't punch a clock or 
  Put your capital on a conveyer belt:

I manager your portfolio for you
I walk with you, through the planning process
My goal is to be your trusted source in the world of noise that we call Investment & Planning.

•    I exist at the intersection of:

1) Investment, Data, Risk, Portfolio Assembly & Management
2) Business 
3) Behavioral Development as it relates to Decision Making, 

So you don't have to &
So you can be more informed in your business decisions,
While Living Your Life, Your Way

• I only work with:

Emotionally matured, Non-Toxic, 
Decision makers that understand scale through delegation

If that’s you, Reach out to find out more

•    Click the "Ask" button

Thanks for your time.

Best, 
PTB

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