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March Stock and Fund Picks

March 29: Looks like Joe Biden intends for V. Putin to stay in power indefinitely. This will help drag out the Ukrainian war disaster. Of course, Ukrainian President Zelenskyy still needs to acquire more leverage (i.e., more Russian body bags) for effective negotiations with Putin. All this will take time. For the time being, the only thing to do is cash in on the opportunity to buy stocks at lower prices. Some growth stocks to consider are: AMR, TH, JWN,…

Stocks/Funds and State of the Economy

February 16: State of the Economy Two things drive long-run interest rates: Inflation and economic growth. Some inflation is on the supply-side and those bottle-necks should continue to abate. Inflation due to too much consumer demand can be effected by the Fed through monetary tightening and raising short-term interest rates (the discount rate). But, by tightening, the Fed will increase borrowing costs for some small businesses and industries and worsen the supply-side problem as well. Still, the broadest effects will…