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My Portfolio...


Nobody cares, but….

…I like to try and align my investments with my views on the economy. A year ago I shifted some of my money from domestic equities to international equities, and reported that here on my blog. That wasn’t a bad move.

This morning (after the Fed announcement!) I shifted a chunk of money from stocks (mainly domestic) into money market funds. This reflects my view that we are about to see the end of the long consumer spending bubble, and that the next year may be quite tumultuous for both domestic and international stocks as investors adjust to the new realities.

However, I still maintain my optimism about the medium-term and long-term futures of the U.S. and global economies, so I expect to shift back to primarily equities at some point.

And no, I will not offer individual stock tips.


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