Sheltered from the Storm | September 24, 2022

Sheltered from the Storm The bear market rally in July and August had many people hopeful, but that rally has now disappeared and we are essentially back at the June lows on the S&P 500. All this has happened as the Fed has consistently raised interest rates to address inflation, which has sent the bond […]
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Winner by Default | September 3, 2022

Winner by Default The early 20th century marked the move to dollar dominance, the dollar as the world’s reserve currency. The U.S. played a key role in WWI, cementing its importance as a growing industrial nation. WWII sealed the deal when the U.S. had the last remaining industrial infrastructure left standing, because the ocean between […]
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