Catch Up.

Dear investor.

The markets remain complex and difficult to decipher in the short term from a purely economic standpoint; perhaps the better way to evaluate conditions would be looking back at similar market environments.

Let´s understand that similar does not mean exact conditions, but there are several market cycles which offer a high percentage of common ground.

If you would like to discuss further these interesting observations contact IMG.

In the next six months, within that window of  time much of what we have been talking about lately, will unravel, it takes time.

Food shortages, energy, and the supply chain issues should be at maximum strength by then.

As investors, we must prepare in advance for this reality.

Last but not least, the Fed, if you wish to see a high-wire act, well, welcome Mr. Powell the ringmaster himself.

Walk softly and do not carry a big stick. At some point he will be forced to back away from his catch-up strategy.

His current aggressive stance is very dangerous and a day late.

Short-term: Headlines are your buying opportunities.

Long-term: Fundamentals are your guide.

Much success to all.  

Anniversary IMG

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