Investing Past the Apocalypse
In this week’s stock market review, we are going to review where we stand after a rough first quarter and what the current setup potentially means for stocks and bonds heading into the second quarter of 2022. We will also review what financial repression is and what that has meant for stock performance in the past. We will wrap things up with a review of inflation, the factors driving it, and what that means for prices going forward.
Key Takeaways
- Investors are pessimistic and positioned as such → That’s BULLISH
- As the three inflation tsunamis ease, we expect prices to moderate
- Job openings are near record highs → Not recessionary
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