Recent Insights

Month: March 2021

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  • Iron Capital Perspectives
  • March 22, 2021
  • Chuck Osborne

Tug of War

Right now there is a tug of war going on between people who believe that all this stimulus and the Fed keeping rates low will lead to wonderful economic growth, and those who believe that all this spending on top of easy money will lead to simultaneous high unemployment, high interest rates, and high inflation. What does this mean for the market? That is a good question. When things get uncertain and the market is not sure where to go, bottom-up investors tend to do best.