IMPORTANT: shift in monetary policy narrative 220620

This is IMPORTANT…but I’m being redundant because everything I blog about is important, otherwise I wouldn’t blog about it. The Federal Reserve is starting to walk back its tough talk on fighting inflation with higher interest rates.  As I’ve previously mentioned, tightening monetary policy won’t pump any Oil, nor grow any Wheat.  The recent dramaticContinue reading “IMPORTANT: shift in monetary policy narrative 220620”

Halloween was a TREAT

Well the media narrative about a Sep-Oct stock market crash was WRONG…again. October was the BEST performing month for the S&P 500 since November 2020.  Even better, today the RUSSELL2000 closed just a fraction below its 3/15/2021 high. I remain extremely optimist that the COVID90 portfolio & ReOpening stocks will maintain momentum through yearend, andContinue reading “Halloween was a TREAT”