January - March 2022
A generational bond market selloff prompts a rethink of personal consumption decisions.
April - June 2022
Reasonable opportunities exist for patient savers and disciplined investors, but don’t expect any earth shattering outcomes.
July - September 2022
A fresh look at allocation decisions in a hostile investment environment with interest rates much higher across the board.
October - December 2022
Ideas on interest rates, stocks, and optimal portfolio allocation going into 2023.