Investing

In these Trumpian times it often seems like we live in a post-truth world where reality is whatever someone wants it to be. But investing is one area where facts can be ignored for a while, but eventually always come back with a vengeance. So when I saw that our investment advisor's most recent quarterly musing about how things are going both internationally and here in the United States was titled, "Do facts matter anymore?," I read it more closely than I usually do.  Since I'm pretty sure this analysis only goes to clients, I've blacked out the name of…