It’s been a challenging 2022 so far in the markets. In our latest situation report we outline what we’re watching and cases to be made for this bull market to continue, and cases to be made that we could be shifting to a bear market.
This market has been far more resilient than many investors ever thought possible. That suggests whatever craziness we have experienced can continue for some time. Fundamentals sometimes don’t seem to matter much in this environment. The viruses will likely recede; our government and economy are still running; companies will continue to earn profits under most conditions; and as the owners of those businesses, long term investors will continue to benefit.