This week I will be speaking at a number of client events in Calgary, Edmonton and Vancouver.
Here are the key takeaways:
- Federal Reserve – the folks that print the money have given us the “offensive” game plan – LISTEN!!!
- Credit Markets – continue to remain open and capital is easily accessible by both businesses and Households
- Economic – the global economy is stabilizing – while the US economy has a major demographic tailwind (“Millennials”)
- Equity Markets – our S&P500 target of 3,350 (+12%) for 2020, is front-end loaded and looks conservative as long as credit continues to flow
This was the spot on CNBC’s “Fast Money” yesterday that highlights our view quite nicely:
Past performance is not a guarantee of future results. Index returns are unmanaged and do not reflect the deduction of any fees or expenses.
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