"War escalates. Turmoil in oil markets is unprecedented. If all the churn is fraying your nerves, a quiet fishing trip may be what the doctor orders."
"Coherence is not probability. And probability is what you are actually buying."
"In a broadly inflationary environment, the risk to equity positions is no longer a growth meltdown but a spike in inflation. And one of the fastest ways for inflation to soar is through surging energy prices."
"The easiest take right now is to be bearish on the future."
"Coherence is not probability. And probability is what you are actually buying."
"In a broadly inflationary environment, the risk to equity positions is no longer a growth meltdown but a spike in inflation. And one of the fastest ways for inflation to soar is through surging energy prices."
"The easiest take right now is to be bearish on the future."