Summer Time Blues
08.03.2023 // Markets & Investing
This is a follow up to the Spring letter that discussed how Global Supply issues have caused inflation, and how the FED’s plan is to create Demand Destruction to curb inflation.
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2023 Mid-Year Update
07.01.2023 // Markets & Investing
2023 has been full of surprises both good and bad. We’ve seen extreme rain, extreme heat, smoke from wildfires in Canada, and Ukraine still in the fight. Inflation is sticky, jobs are strong, and stocks and bonds are both up!
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May the 4th
05.04.2023 // Markets & Investing
Happy May the 4th!
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