I am going to start the update this week by focusing on markets, which is probably what most of my readers care most about.  The table below is a summary of the week. As far as equities, portfolio allocations so far this year have favoured value stocks over growth stocks in the U.S., and international stocks over US stocks on a macro global basis.    U.S. stock rotation: out of growth and into value :  As far as U.S. stocks, the culprit continues to be tech shares.  As the “l

It was one of those weeks that if you didn't chalk up portfolio gains, it would be difficult to figure out why. Bonds and stocks rallied.

Former President Trump gets nailed for 34 felony accounts, but this rallies his supporters. Markets didn't care, ending positively for May.

Stocks and bonds were on fire this week, a rare occurrence recently. "Bad news is good news" resonated as data showed a slowing US economy