18 May 2023
Good News for Investors: Inflation Likely a Thing of the Past
Inflation seems to be a thing of the past based on recent numbers and solid charting from Stan Larsen. Along with this, we're seeing a slowdown in credit creation and other indicators showing a slowdown in the economy. We're continuing to be conservative by shorting the Russell a bit, adding utilities and consumer staples to the portfolio, and keeping plenty of bonds at this point.