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Back from the Beach: Reviewing the Investment Landscape
Episode 313

Back from the Beach: Reviewing the Investment Landscape

Notes on the Week Ahead

September 2, 202513m 26s

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Show Notes

American summers, much more so than in the rest of the world, are defined by two bookends: Memorial Day and Labor Day. As a result, the first week in September is always a time to review and plan. This is particularly important for investors this year since, facing a barrage of unsettling political and economic news, on one side, and very solid investment returns, on the other, it’s tempting to ignore fundamentals altogether and leave investments on auto-pilot.