Monthly ArchivesApril 2022

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Clients and Friends, It's been 4 months since my last update when I decided to break a pause on writing updates, mainly since I felt I wasn't saying anything new. It's no fun feeling like a broken record which anyone who has young kids understands (example: I have to tell my son 10 times in the morning to get his shoes on). Obviously, a lot has happened in the past few months as Russia invaded Ukraine. I want to keep this update focused on the following key points: what the freezing of ~$250B of Russian central bank assets meanshow globalization has lead to supply chain problems and inflationinflation in various forms (housing, wage growth, food, etc.)interest rates and ...

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