With today’s CDW Holdings’ results release, that concludes the quarterly financial statements release for my portfolio. I obviously have not looked in-depth into all of them, but have gone through some of them. Here are my thoughts. General  Thoughts The SG & global economies are much weaker than what is reflected by general sentiment. S&P grinds higher by the day while the results do not reflect that. PER of S&P is now 25.37 and rising. I am convinced that practically all the gains comes from money printing, which is happening at an alarming pace all around the world. How does one invest in an environment of low yields, low demand and high liquidity? I have no idea. I have researched this for quite some time, it seems there is no real good way to capitalize (on a global macro way). Traditionally high liquidity = high inflation at some point, and ... ...