Retiree and near-retiree investors have a multitude of financial worries. One of the first things I learned at OHFG almost five years ago is that while retirement life might be functionally less complex than one's working days, one's financial life grows more, not less complex, at or in retirement. Every good retirement planning software program has an input for inflation expectations. While I certainly underestimated the height of the cyclical inflation peak caused by the global response to Covid, pre-Covid, I argued for higher future inflation rates than in the last 30 years. 4-5%? No. But higher than 2%. Why? 3 Major reasons jump out.
Fight the Fed at Your Own Peril
What If Part Two: The Two Rules
What If...?
7th Inning Stretch: The Scorecard
Are We There Yet?
Burying the Lede: Fear Sells
Taper Tantrum? Seasonal Swoon?
Seasonal Swoon? That‘s Not Our Tune
Newsletters – Great Business...but their Advice? Exercise Caution!
Bad ”Breadth” You Say? Problem Solved and Bears Gored by the Bull...Again
Second Half Outlook Breakdown - Part Four: Demographics
Second Half Outlook Breakdown - Part 3: Volatility is Overstated
Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity
Second Half Outlook Breakdown - Part One: It‘s a Bull Market
Let the Good Times Roll
Equities, rotation and inflation: Growth stocks versus value
Stalled and waiting: Goldilocks forthcoming in H2 2021
Waiting: Whipsawing Away
Patience Required to Wait for “Curve” ball, Stock Talk podcast, 2021-05-21
Summer Stall for a Bull Market, Stock Talk podcast, 2021-05-14
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