RECAP In the first post of this series, I discussed the stock and bond markets’ performance for the year and compared that to our Model Portfolios upon which client portfolios are managed. Today, I want to talk a bit about why 2022 was a stock pickers market and why I believe that 2023 and beyond […]
2022 In Review – Part 2 Read More »
THE MARKETS We all lived through 2022 and it was an ugly year in the markets. Both stock and bond indexes were down in double digits and most of the investment world suffered severe losses for their clients. Here at BankChampaign, our clients faired much better than the markets overall, but we will discuss more
Just before the Beijing Olympics, Russia and China issued the statement below that is intended to change the world order. In it, it gave Russia permission (in political speak) to invade Ukraine and China to invade Taiwan (I’ve put that paragraph in bold below). George Soros wrote his analysis of this document which you can
Geopolitics and Its Impact on Investment Strategy Read More »
Nitrogen Fertilizer Shortages and Their Impact On AG Stock Prices
Food Shortages (and Higher Prices) Ahead Read More »
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