2022 First Half Update: Watching the Tide Roll Away

In the first part of 2022, undercurrents that began to appear in 2021 turned into riptides, sending stock and bond markets down in concert. In my most recent newsletter, I:

1. Explore the market's changed perception of inflation, rates, and stock valuations

2. Debate whether the severe price movement in many growth stocks was actually warranted

3. Discuss portfolio actions taken as I began "wading in" to the stormy investment waters

As always, I look forward to hearing your thoughts, comments, and criticisms!

Please feel free to share this letter or reach out to me for further discussion.

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