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portfolio adjustments

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November Stock and Fund Picks

November 20, 2025: We've completed our move to another state and I should be back to updating this blog more regularly as a consequence. As we slowly slide into a more distinctive stagflationary scenario resulting from an internal supply-side shock caused by increased tariffs, the Fed is increasingly uncertain as to whether it should focus on the deteriorating economy through interest rate cuts, or the increasing inflationary outlook through interest rate increases. Recently, it has focused on the deteriorating economy…

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