March 2026 Stock and Fund Picks

March 18, 2026: Stronger stagflation winds blow due to increasing supply-side shocks. We now have both the internal policy shock of tariffs (or taxes) plus the external oil supply shock due to the completely unplanned-for Strait of Hormuz problem. Increases in unemployment due to slowing economic growth and inflationary pressures are therefore imminent. A Schwab… Continue reading March 2026 Stock and Fund Picks