Markets have been very slowly climbing a wall of worry over the past few weeks.

Whether its folly or prescience, markets continue to climb a wall of worry, effectively looking through tariffs and other risk factors that could threaten the bullish trend. But the broad trend from a global perspective remains positive.

Buy and hold investing is all about purchasing stocks that are built to last.

The percentage of Core-CPI components that are clocking in at an annualized rate of 3% is rising, not falling. The month of July saw 52% of the 83 items comprising Core-CPI growing at an annualized rate of over 3%.