Everything Could Change This Week

Last week we discussed feedback from large, wealthy, experienced investors. We published some of this feedback to our readers and tried to broadly build a picture for how we think the overall investment environment will play out over the next year or two. We ended our note by saying keep an eye on unemployment and inflation numbers. Boring to some, important to others. Since our note, jobs came out stronger than expected last week. Many were surprised, not us. The most important piece of data to influence the investment situation comes out this week – inflation. Read more here. (VIEW LINK)