Exactly two years back first COVID case was detected in US. Two years, Two Presidents from two parties with very different approaches to dealing with COVID and USA is still having highest daily cases, highest hospitalizations and unfortunately deaths due to COVID. Unfortunate state of affairs despite having three effective vaccines and majority of people vaccinated. After two years, people are frustated and have moved on and treating COVID like endemic which is going to stay with us for many years to come. That's going to be normal world in 2022. All of us should continue to wear masks and take eligible vaccine boosters when available. While world is adjusting to Covid as endemic, markets are trying to adjust to post-pandemic economic world. Let's look at few macro attributes and their effects on stock markets in 2022 Inflation running very hot and is at 40 year high reminding people of Volcker Fed days Supply and labor shortages - I experienced it first hand 30 min to pick co...
Commentary about markets and investment ideas and some random thoughts!