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 In The Lonely Bull

Happy days are here againor so we hope. The latest inflation measures, both for the consumer and producers, have moderated nicely. Inflation is receding. Long-term interest rates may have already peaked. Now it is up to the Federal Reserve to moderate its tightening policy. The stock market has already anticipated all of this, and investors now see a path to a soft landing for the economy.

Whether we get a modest slowdown depends on many factors, not just interest rates. The war in Ukraine, energy prices, and other potential conflicts could all play a role. However, remember that there are always risks. Investors can’t always focus on the worst that may happen. That is a sure path to paralysis. Most things work out, just look at the history of the twentieth century and the incredible performance of stocks despite wars, civil strife, assassinations, and much more. Time heals much. Inflation is coming down. Stay steady my friends.

The Lonely Bull

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