The Trump era is underway…and the markets apparently like it. With only a brief pullback after the failure of the Obamacare repeal-and-replace, the U.S. stock market has continued its upward march. Virtually every global market is up as well on the heels of the U.S. rally. Gold too is up, though as usual with greater volatility along the way. With high valuations following a strong five-month rally, the stock market is increasingly vulnerable to a correction. Meanwhile, inflation, already stirring before trump took office, could be the surprise of 2017, boosting gold significantly. Finish reading here: Portfolio Review 2017 1Q