Good Things Come to Those Who Wait

Patience is a virtue: I have been reminded of that lesson over the last year. We have been recovering from the 2022 bear market, and it has been a frustratingly slow process. Things started off looking better, yet it was only seven stocks that were going up while everything else went nowhere or even down. Then finally the wind came back around and we ended 2023 with a strong rally. I am happy to say that we were well-positioned for that rally and delivered very good results for our clients, but that is not the point of this lesson.

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Stagflation?

“I don’t see the stag or the flation.” ~ Fed Chair Jerome Powell, May 1, 2024

The initial reading for first quarter 2024 GDP came in at 1.6 percent growth, lower than expected and much lower than fourth quarter 2023. Inflation readings have come in above expectations, leading a few pundits lately to claim that we are heading for “stagflation.” Are we?

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Fourth Quarter 2024

Patience is a key ingredient to long-term investing success. This past year we have been recovering from the 2022 bear market, and it has been a frustratingly slow process. The wind finally came back around to end 2023 with a strong rally, which we predicted and were well positioned for.

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