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Strong U.S. Economy "Trumping" Trade Wars for Now (and More)

Welcome to Coffee Notes, a fast and easy read for RSWA clients and friends on a range of topics. I’ll brew up Coffee Notes every other Friday and hope that you find the notes worthy of a few minutes of your time, perhaps with that first cup of coffee or tea.

  • Strong Employment Report: The U.S. economy continues to exhibit strength, as hiring stayed strong in June. For now, investors are more positive about the economy and earnings than concerned about trade conflicts.

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Great Tariff Hullabaloo Including Harleys and Hussey (and More!)

Trade conflicts between the U.S., Europe and China continue to dominate the financial news. The dueling weapon of choice is a tariff, a tax on imported goods. Fairness is the issue with the ultimate risk being that tariffs could slow U.S. and global economic growth. Harley-Davidson, an iconic U.S. brand, is a good case study on how this can play out. And a few other notes on topics that caught our attention.

  • European Union Counter Attacks: Europe slaps tariffs on motorcycles, jeans and bourbon. Tariff retaliation is how the game is played. Other countries target industries in states of key U.S. political leaders (e.g., Wisconsin and Kentucky) to ratchet up the political pain. 

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Trade Tensions Escalate, GE Leaves the DJIA, and a Good Year for Bordeaux

Welcome to The Friday Buzz, a fast and easy read for RSWA clients and friends on a range of topics. The Friday Buzz will be delivered every other Friday. I hope that you find the comments and articles worthy of a few minutes of your time to wrap up your week and kick off the weekend.

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Trump Embraces North Korea after "Attacking" Canada - Markets Shrug

Welcome to Coffee Notes, a fast and easy read for RSWA clients and friends on a range of topics. I’ll brew up Coffee Notes every other Friday and hope that you find the notes worthy of a few minutes of your time, perhaps with that first cup of coffee or tea.

  • U.S. and North Korea Make Nice in Singapore: It’s unclear how much was substance and how much was show but talks that reduce the threat of a nuclear conflict are a big positive. The NYT provides concise and helpful insights in What Happened and Why It Matters.

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Job Openings Plentiful, Social Security & Medicare Trust Funds, and Learning About Blockchain

Welcome to The Friday Buzz, a fast and easy read for RSWA clients and friends on a range of topics. The Friday Buzz will be delivered every other Friday. I hope that you find the comments and articles worthy of a few minutes of your time to wrap up your week and kick off the weekend.

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Trade Disputes with China Heating Up

Welcome to Coffee Notes, a fast and easy read for RSWA clients and friends on a range of topics. I’ll brew up Coffee Notes every other Friday and hope that you find the notes worthy of a few minutes of your time, perhaps with that first cup of coffee or tea.

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China Trade, NYSE Makes Headlines, and Shipwrecks

Welcome to The Friday Buzz, a fast and easy read for RSWA clients and friends on a range of topics. The Friday Buzz will be delivered every other Friday.  I hope that you find the comments and articles worthy of a few minutes of your time to wrap up your week and kick off the weekend.

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Q1 Earnings Strong; Trade Issues; and Global Hotspots

For Friday May 18, 2018

Welcome to Coffee Notes, a fast and easy read for RSWA clients and friends on a range of topics. I’ll brew up Coffee Notes every other Friday and hope that you find the notes worthy of a few minutes of your time, perhaps with that first cup of coffee or tea.

  • First Quarter Earnings Strong but Market Reaction Tepid: We know that we talk about earnings a lot but it’s because the stock market correlates with earnings over time. See this MarketWatch article for more detail with pros and cons to what we’re seeing.

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College Planning: The things I have learned helping my two kids find their way

As many of you know, I have two children, one who is in college and the other is on her way.  For the last several years, my mind has been focused on college, hoping that my kids would find their dream school, get accepted and get great scholarships.  I have learned a great deal and had a lot of help from friends who were a few years ahead of me in the process.  I thought passing this information on might be helpful to someone else, so here we go.

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