Inflation is soaring. Now Russia’s war on Ukraine means that Inflation will remain high for much longer than would have been the case otherwise. Consequently, the
Richard Duncan
Recent Posts by Richard Duncan
I had a really great conversation with Trey Lockerbie in an interview for The Investor’s Podcast recently. Trey always asks excellent questions and allows me plenty
Something extraordinary has happened. On February 4th, the House of Representatives passed the $350 billion America Competes Act, which will fund investment in new industries
The Fed is carrying out an abrupt Monetary Policy U-Turn, suddenly moving from easing to tightening Monetary Policy. Stocks got crushed in January as a
The Fed is accelerating its pace of Monetary Policy tightening much more aggressively than financial markets had anticipated. Over the last few months, we have learned that