— In our polarized world your politics can be hazardous to your performance — Many political claims seem to make sense but do not hold water — The economy, energy policy and inflation may be the poster children of this campaign — Market reaction going into (and coming out of) the 2022 midterm election has…
Month: November 2022
Having trouble making sense out of the market. The following might help!
— It’s all about the history you don’t know — We have been this way before, and rates and inflation were much worse — Historic fact does not matter … pessimism reigns supreme. — Blood in the streets + horrible sentiment + attractive valuation = Time to be greedy The history you don’t know may…