I was surprised how good I felt selling a crude oil fund and buying a sustainability fund

Gasoline prices have been on peoples' minds lately, given how the war with Iran that Trump started for some dubious reasons has caused the price of Brent Crude Oil to shoot up markedly, as shown in this 10 year chart provided by the Trading Economics site. Our neighborhood gas station here in Salem, Oregon is charging $4.25 a gallon, last time I looked. While I'm an environmentalist, a number of years ago our financial advisor thought that my wife and I needed a commodities fund in our investment portfolio, which otherwise largely consists of index mutual funds and a balanced…

Great 2018 investing analysis: “Do facts matter anymore?”

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…