Daily Archives: May 1, 2023

Hoisington Investment Management’s First Quarter 2023 Review and Outlook is now available; see Financial Cycles lead Business Cycles. The bottom line is that (lagging) inflation is receding with economic activity. Rising unemployment and higher government bond prices (falling yields) are … Continue reading →

Last week’s break was a pause to refresh and order priorities–very needed and rejuvenating. To free room for other projects, I have decided to spend less time writing for the blog in 2023 but will continue to share worthwhile audio/video … Continue reading →