February 25, 2022
So, they’ve gone and done it after all. The Russians have taken the next step in the re-establishment of the old Soviet empire, and invaded the rest of Ukraine. Worldwide equities, which already were facing interest rate headwinds, now have very real geopolitical problems with which to contend. In an investment sense, how should we react?
March 9, 2020. We clearly are not dealing with some sort of flu bug – in an effort to contain the spread of a lethal virus, economies everywhere are shutting down. The public health and financial implications are unknown, and U.S. equities are under considerable pressure. Then, as now, we confronted the “how should we react?” question by penning “S-O-Y-H,” and we once again submit the following portion of that earlier March 9, 2020, Perspective to your attention.
Continue reading ““S – O – Y – H” (II)”