Those infuriating prices at the grocery checkout line are lagging indicators and no way to guide a portfolio.
AKA - When is this going to end?

May 2022

What the markets are telling you that CPI isn't and what about wages?
And likely here to stay for some time following yesterday's worse-than-expected CPI report that has the market thinking we are in for a more hawkish Fed…
And when a hawk sounds like a dove
But there is plenty of room for it to get worse

April 2022

C Suite moaning about inflation pressures while profit margins spike
A contraction versus expectations for slight growth, but the details are less grim
Highfliers and disruptive tech stocks have been getting killed, but I couldn't be more excited.
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