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Stop Investing In Stories – Focus On Fundamentals


Last week I spent a few days on the road with my travel trailer. On those long driving days, I like to listen to CNBC on Sirius XM. That service is the greatest thing ever for road trips, and listening is especially fun when the market is having a big down day.

The discussion had me paraphrasing Dr. Strangelove’s famous subtitle: “How I Learned to Stop Worrying and Love Volatility.”

The recent almost-inverted yield curve and the idea that the Federal Reserve wants to bring interest rates back to normal levels – normal for those of us who have been in the markets for more than a decade – is causing a lot of turmoil in the financial markets.

But it doesn’t have to cause turmoil for your portfolio…

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