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Rising Interest Rates, Wage Hikes and Corporate Write-Downs are Eating up Trump Tax Cuts for 2018.

After an almost decade long economic expansion, the emergence of liquidity fueled inflation has started to make its presence felt upon the global economy. There is just far too much money sloshing around the planet and it is being used

Posted in Portfolio Model Subscription

China Considering Legalizing Gambling in Hainan Province.

http://www.straitstimes.com/asia/east-asia/china-plans-to-allow-gambling-on-hainan-island https://www.bloomberg.com/gadfly/articles/2018-02-02/macau-s-no-sucker-in-china-s-hainan-gambling-experiment https://jingtravel.com/reports-indicate-china-may-legalize-gambling-on-hainan-island/ China is said to mull legal gambling on Hainan in key shift

Posted in Portfolio Model Subscription

Morningstar Announces 2017 Domestic and International Fund Nominees for “Fund Manager of the Year”.

http://news.morningstar.com/articlenet/article.aspx?id=842827 http://news.morningstar.com/articlenet/article.aspx?id=843493 The large cap model portfolio managed by this author outperformed six of the seven candidate funds noted. Vanguard International Growth (VWIGX) outperformed the Gnostic accounts, in terms of return, for 2017.

Posted in Portfolio Model Subscription

HNA Infrastructure (0357.HK) $7.83. Passenger Traffic at Haikou-Meilan Increased by 20.11% in 2017.

http://www.mlairport.com/autoweb/autoweb/secondpage/hkml_en_tzzgxhken_jb.html?id=0TL4prj5XFv4rbjenull9mFa43KK29MBLdAhken_jb&name=Operation%20Data&t1=Operational&t2=s_c_name_scsj%20s_j_c&t3=3&t4=8 Passenger traffic at the wholly owned Haikou Meilan International Airport totalled 22.58 million persons in 2017.

Posted in Portfolio Model Subscription

A Rapidly Heating Economic Cycle Should be Evident in 2018. Is a Late Cycle Bubble Forming?

The global large cap account closed out fiscal 2017 with a unit value NAV of $206.39. This compares to the unit value NAV of $149.76 at the end of 2016. The net return earned, after all fees and expenses, was

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