Here’s to another exciting year in the financial markets! Wouldn’t it be exciting if the Fed actually reversed course and re-introduced another round of “panic buying” through their QE mechanism? Although not a forecast, this is certainly a possibility if the financial markets resume their October – December decline. In this month’s report, we will examine the current state of global capital flows and the key factors investors should be focused on as we enter the 2019 trading year!

Also, due to the favorable response in previous years, we are again offering a spiral bound copy of our commentary from our 2018 “Notes” in case you missed one, or would just like to review exactly “What We Said.”

In addition, if you have a friend, colleague, or family member struggling to make sense of today’s investment world and would like them to receive a copy of the “What We Said” compilation, we would be happy to send one. Simply reply with your request and be sure to provide us with their contact information.