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We are getting a few inquiries on China which we wanted to address. Before we get into China, two quick announcements: On Monday Astoria released our Quarterly Investment Outlook report. Market pundits want to convince you that we are reaching peak economic and earnings growth. The reality is that we have likely reached peak sentiment and valuations (click here to read more). Second, I am on the advisory board for the Inside ETFs conference. After 18 months of working remotel

Click here to read Astoria’s Q3 Investment Outlook Long term return expectations have little to do with Delta/Lambda variants. We are more worried about expensive valuations than Covid variants. Investing requires mental fortitude. Most don’t have it. For those that do, the reward can be great. The media wants to convince you that we are reaching peak growth. The reality is that we have likely reached peak sentiment and valuations. After an epic rally in stocks from the March