“Everything should be made as simple as possible, but no simpler.”
We are midway through the first quarter of the year and in the thick of some real turmoil thanks to second and third order effects of falling oil prices and Greek elections. Just kidding! It only seems that way if you listen to commentators on CNBC or read the news. The real truth is, the current investment environment is a tale of simplicity.
As an investor, my two main priorities are to, 1) participate in growing markets and, 2) avoid disaster. If we can do that reliably we’re in pretty good shape. Simple, right?
The first task in this pursuit is identifying growing markets. To that end, there are a couple of monster trends that have been in place for a long time that simplify this job. Continue reading