The hyper stimulated “reopen” trade is not the reason for inflation. It’s all about oil and supply chains. Inflation probably doesn’t fall until the end of 2022. Register to read.Read More
Post Tagged with: "asset allocation"
REITs are favorites among dividend investors. But there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true. Over most time frames, REITS as a group trail the broader stock market. REITs have use for income and growth, but we must be very selective.Read More
Coronavirus is going to have lasting impacts on society and investing. We must have caution, but not be afraid. Register to read.Read More
With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.Read More