January 2022
Looking ahead by looking back… (mobile)
If you haven’t already, get your house in order… (mobile)
In a word, Frustration… (mobile)
Manage through it… (mobile)
The Fed and the economy are out of step… (mobile)
February 2022
A time for some humility and patience… (mobile)
Damned if they do, damned if they don’t… (mobile)
Getting worse before it gets better… (mobile)
Lots of unknowns, but here are my thoughts… (mobile)
March 2022
When the facts change, I change my mind – what do you do? (mobile)
A vortex of negativity… (mobile)
Market thoughts… (mobile)
Something is going to break… (mobile)
April 2022
Tough love now, flinch later… (mobile)
Just grinding along… (mobile)
Don’t overreact, in either direction… (mobile)
May 2022
If you think you know, you don’t… (mobile)
Time for a pep talk, and investment perspective… (mobile)
Stay patient, don’t get overeager to add risk… (mobile)
Ingredients for a rally? Yes. Bear market over? No… (mobile)
June 2022
Storm clouds still gathering… (mobile)
Reaching the stage where you become your own worst enemy… (mobile)
Bear markets are never fun, but they are part of the process… (mobile)
July 2022
Recession risks overtaking inflation risks… (mobile)
Grind you up and spit you out… (mobile)
It’s gotta run its course… (mobile)
Markets at a juncture that tests everyone’s resolve… (mobile)
August 2022
In a word, “nuance” best fits with the present setup… (mobile)
Current thoughts… (mobile)
Skeptical of this rally, but it’s testing that thesis… (mobile)
It was nice while it lasted… (mobile)