Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.
There have been incredible performance divergences in the first quarter of 2022. Commodities have done great, but stocks and bonds have performed poorly. We review how each asset class has done so far this year and provide our view on how the rest of 2022 may play out.
How did different types of investments perform in 2021, and what’s ahead of 2022? In this month’s newsletter we review the investment returns for 2022 and provide some thoughts on what may or may not work in 2022.