The month (and quarter) has drawn to a close and am waiting for some foreign dividends to post before being able to officially call the month. It appears that the dividends are up Y/Y, down Q/Q (mostly due to a shift in pay date) and portfolio flat against the S&P. But I’ll do my normal elaboration next week.
The news cycle appears to be churning ever faster. Whether as a reaction to events, an attempt to manage the narrative or obscure the message is a debate that will occur for some time with the real answer becoming apparent in the hindsight of history. Not to minimize the Charlottesville tragedy or the headline grabbing Bannon ouster, but these stories are playing out in several flavors depending on the source. As one who attempts to discern the impact of issues on my investments, two (possible) financial headlines crossed my desk amid the other events that intrigued me.