Shipping Bottlenecks Are More Than Gone

The cost of shipping… from Shanghai to Los Angeles has fallen 73% YoY. Now, cargo companies are canceling trips due to low demand. Something to think about before Thursday… To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. You may book a call here. DISCLOSURE: LAMENSDORF…

Too Much Pessimism

To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. You may book a call here. DISCLOSURE: LAMENSDORF MARKET TIMING REPORT Lamensdorf Market Timing Report is a publication intended to give analytical research to the investment community. Lamensdorf Market Timing Report is not rendering investment advice based on investment…

Pain

By John Del Vecchio and Brad Lamensdorf Just one word uttered by Federal Reserve Chairman Jerome Powell has sent the markets reeling. Powell suggested in a short speech that “reducing inflation is likely to require a period of sustained below trend growth.” Then came the doozy. Powell said, “while higher interest rates, slower growth, and…