Month

March 2022
Yesterday’s CPI report showed prices up 7.9% YoY, which was the highest reading since 1982.  Even more concerning, this was before the impacts of the Russian/Ukraine war is reflected in the data.  Market volatility is exceptionally high and pessimism is quite pervasive.  There are legitimate fears that inflation in excess of wage growth could cause...
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The Nasdaq is now officially in a bear market as defined by a 20% decline from the highs, while the S&P 500 and Dow Jones indices are in corrections, with losses greater than 10%.  The Russian invasion of Ukraine and the economic sanctions brought against Russia in response are a major deal for the global...
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