Signposts of a Bear Market Credit Contraction
Investments don’t just come in to the “right price.” They usually overshoot.
Money Is (More) Scarce
The early part of 2022 has given us declines in both stocks and bonds. That is happening because we are a in a credit contraction.
Watch Your Speed, Don’t Lose Your Mind
If you’re watching the financial news, there are factors in the economy and markets that could give you the willies. From our standpoint as investors, preparing for volatility also means being ready for opportunities that emerge as the world changes and the markets react.
Volatility Is Your Opportunity To Rebalance
This probably isn’t the last of the volatility for the year, and we haven’t necessarily put in the market lows.
Outlook for 2022: A Year of Transition
We believe 2022 is a transition year. A transition away from Covid as a novelty and into Covid as an endemic disease. A transition away from money creation and aggressive subsidies by the federal government.