Incredible Thoughts

October 2024 Issue #4 Who is better for the stock market?  THE BIG 3 Election History Mr. Market does NOT care who is in office, if...

July 2024 Issue #3 Less disposable income leads to slowing growth. THE BIG 3 __ Stagflation Inflation is still hanging above long-term...

April 2024 Issue #2 Market corrections are inevitable. THE BIG 3 __ Inflation is sticky Higher inflation seems to be sticking around, and...

January 2024 Issue #1 Buckle up for an invigorating election season. THE BIG 3 __ Growth Slowing At the very least, we expect growth to...

I initially sat down to write this note with the intention of explaining why global markets and commodities are reacting the way they are...