There was once a man named Job who was afflicted with misery for a long, long time for something that had NOTHING to do with him. He was caught in a battle between the forces of good and evil in the world.
Bad news: It has been 50 years since we experienced an ugly Humpty Dumpty market fall like this. All the king's horses and all the king's men couldn't put Humpty together again. As a fundamentalist, there was nothing I could do as I watched great company after great company get their market values Humpty-Dumptyed.
The first three months of 2022 have been rough. Every day the cries, the moans, and the sobs are about inflation, supply chains, and the devastating Russian assault on Ukraine.
About seven weeks ago, a potential new client referred by a very satisfied client asked me a tough and, at the same time, straightforward question. He said, "I am aware of the strategic advice and the GREAT results you've achieved for my sister and her husband.
The Earth is Not a Ruler. It is a Curve. Years ago, after I truly assimilated this, the world opened up for me. The wisdom and effectiveness of my strategic advice and the quality of my investment decisions became world class.
Where are we now?
What is money? What does it do? Why do we need it? Money has been misunderstood, incorrectly defined, and, most important, wrongly desired.
The U.S. economy has been on a diet of high-octane caffeine since the inauguration of the Biden administration. We are just at the beginning, and we ain’t seen nothing yet.
Where are we now?
It is again time for America’s renewal. Time for people to heal from COVID. Time for businesses to open. Time for employees to return to offices. Time for neighbors and friends to talk with each other without fear of political hatred. Time for value and growth stocks to both shine.
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