Video commentary for July 13th 2022
Here is a link to today's video commentary.
Some of the topics discussed include: CPI surprises on the upside and investors price in another big rate hike but bonds rallied and stocks steadied. Willingness to look through trouble and buy the dip has been the hallmark of this bull market but corporate profits are peaking, unemploymenbt is about to rise and we have not felt the ill effects of a recession yet.
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