The Key to High Returns: Ignoring all the Data

  • The economy and the stock market are two different entities, but the impact that one has on the other is extremely important
  • The stock market has trended upward since its December lows
  • The hard data shows slowdowns, consumer sentiment is waning, but the market continues higher
  • The market trends to the upside over time, and getting exposure to the positive drift is beneficial for portfolios.

Economic reports have been delayed. The government exited a 35 day shutdown a few weeks ago, and are expected to enter another one February 15th if things don’t get resolved. March 2nd is the final day to figure things out with China, or tariffs go up to 25%. To say that there is uncertainty would be an understatement.

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