"Well I finally moved some money in my 401K into the Short term Treasury Bond Fund. I am OK with the FED interest rate raises to date, but I don't think we need another 1/2 percent raise by the end of the year." Still Buying ZTO Express and Mondelez International here.

The FED has done enough!   These minimum wage earners get a little raise on their pay and the FED wants to take it away with higher interest on their credit cards.  Just STOP already.  There is no inflation anywhere! The Russians and OPEC are going to pump more oil so those oil prices will come down naturally. GDP of 4% is not overheating for the USA.  It is and should be just NORMAL growth for this economy. Just leave the rates alone. The European Union is holding firm on their low rates. Don't increase our trade deficits with the dollar being too strong. ENOUGH already. 

( The only inflation I can find is on the price of Mayonnaise. I can live with that and just use Mustard instead to bring the price down).

There are two value stocks I like here even though one is near it highs for the year.

ZTO Express (Cayman) Inc. ADR (Symbol ZTO , $21.15)  

ZTO Express (Cayman) Inc. engages in the provision of express delivery and value-added logistics services through a nationwide network partner. The company was founded by Mei Song Lai in April 2015 and is headquartered in Shanghai, China. ( information from CBS Marketwatch) ZTO had $1.93 Billion in sales last year.  

Officially established in 2013, ZTO Express operates through about 7,700 network partners, according to the firm's prospectus. The company gets about three-fourths of its business from Alibaba and has 26,000 direct employees in China and more than 200,000 across its entire network. (CNBC reporting).

 Mondelez International (Symbol MDLZ, $40.82) can be purchased here with a good margin of safety. Oreo's, Triscuits's, and many other great snack products here. Earnings are growing at almost 9% a year and it has a forward PE of 16. Earnings Q/Q were up 53.3%. Also a 2.1% dividend payment to add to your total return.  

Have a great Sunday watching the FIFA 2018 Soccer games. Mexico upset Germany today. Great excitement here.

Invest wisely and carefully with these interest rates going up in the USA. 

Freewilly