Recent Insights

Month: February 2023

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  • Iron Capital Perspectives
  • February 7, 2023
  • Chuck Osborne

Strange Reaction

The market doesn’t know what to make of an optimistic Fed. So where does all this leave us? The confusion and mixed signals are really just reminders that the prudent way to make investment decisions is from the bottom-up. Markets often act strangely in the short term, but they tend to get it right over time. Powell’s optimism was the only thing that made sense last week.