In this week’s update, I answer a few questions asked by readers of our Common Sense newsletter. I hope it provides a better understanding of how we view the economy and markets.
- Is the Federal Reserve done hiking interest rates?
- Why is the market rallying as it is? Both equity and fixed income?
- Do you think we are going to have a soft landing in the economy?
- Why have technology companies come back so far from the downturn over the last couple of years?
- Do you intend on using Artificial Intelligence in your processes?