2022 Market Outlook

  • Using the Overton Window and Occam’s Razor to help investors look at how Covid and inflation will impact the market in 2022.
  • Why IWM could outperform SPY after lagging by 13.5% in 2021.
  • Looking at energy prices as the main driver of inflation and why they look set to stay elevated.
  • How global quantitative easing is keeping inflation from showing up in the bond market.

Published on Seeking Alpha