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Q2 2017 Commentary


The main determinants of our investment framework are valuations, market trend, economic growth, and Fed policy—all of which we believe to be imperative to proper portfolio construction.  Currently, valuations and Fed policy are extremely bearish for US stocks, while market trend and economic growth are bullish.  Perhaps more importantly, with Fed policy set to eventually influence economic growth in a negative fashion, we should be watchful for a possible trend change in stocks.

Wealthshield Q2 2017 Commentary.pdf