How Long? How Bad? | June 18, 2022

How Long? How Bad? As we have stated numerous times, we are faced with a menu of bad options. After 20+ years of ever-increasing, Fed-induced, financial largesse, inflation has turned the tables and we face the inevitable reversal of that largesse. There are no good options. The Fed will remain optimistic to the end, but […]
READ POST

Lead, Follow, or Get Out of the Way | June 4, 2022

Lead, Follow, or Get Out of the Way Through history, leadership is enduring. Great leaders are always great leaders. But markets are different; leadership changes with regularity. What leads markets on the way up, typically leads on the way down too, but it doesn’t lead the next leg up. A common mistake investors make is […]
READ POST