For all the doom and gloom out there economic reports have come in better than expected. In my quarterly newsletter we have been long US stocks indices for over a year as money is flowing away from Europe and the "battlefields" of Asia and Africa to America. I think that the fear of Trump will cause money to flow from the US to Canada and that was the reason for adding Canadian Stocks and this chart in a previous post to the most recent asset allocation in the quarter 3 Newsletter (which will be available on the web shortly) and open to subscribers when the new website is finished.
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