Occasionally, the opportunity to deliver a public outline of my portfolio methodology, at a conference, presents itself. Most investment conferences are an exercise in tedium, more often than not they represent an utter waste of resources. However, once in a…

Stock market indexes are typically forward looking. The coordinated and widely based declines in global major market indexes are broadcasting an ominous portent; 2019 looks to be somewhat worse than the 2018 in terms of economic outlook. Even a single…