FYI: I shot this video Sunday afternoon as equity and commodity futures were tanking, and as treasuries and the yen were rallying... Who knows where markets will be by the time you clients receive the link... In the long-term scheme of things, and for our purposes, it (short-term volatility) makes zero difference... Our goal here (in these video updates) is to simply keep you abreast of our thinking as present conditions play out, and to have those of you who watch this stuff daily gauge your expectations accordingly.
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.
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