The U.S. Dollar Wrecking Ball
“When you remember we are all mad, the mysteries disappear and life stands explained.” ─ Mark Twain In past letters, we have addressed the craziness of the current investment era multiple times. In August 2020, 10-year Treasury bond yields reached an all-time low of...
Commodities That Can Help Your Portfolio Hedge Against Inflation
It’s impossible to be a consumer these days and not be keenly aware that inflation is at a 40-year high. The 9% increase seen in June 2022 was the largest increase since 1981; consumers are feeling the pain everywhere they shop, from gas to food to housing — and...
When will the Federal Reserve Pivot?
“If you don’t have price stability, the economy is really not going to work the way it’s supposed to.” ─ Federal Reserve Chairman Jerome Powell, June 2022 At the end of May, the year-over-year inflation rate reached 8.6%, its highest level recorded since 1981. Due to...
