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Have We Really Seen Extreme Pessimism Yet?

Have We Really Seen Extreme Pessimism Yet?

 It’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors are the highest levels of U.S. inflation in decades, an aggressive Federal Reserve (Fed), Chinese lockdowns, and continuing war in Europe. So...
Let’s Talk About Inflation

Let’s Talk About Inflation

As the saying goes, hindsight is 20/20. Thus, and in keeping with the same, one will only know if inflation is permanent or transitory after the fact or perhaps when it is too late, as often is the case in the world of investing. With that in mind, I suggest that one...
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