Wednesday Reading List


Worrying About Inflation – With inflationary pressures mounting, should investors be worrying about inflation? Taking a look at both sides, sharing my two cents, and what steps to take if you are.

The Reopening Trade Continues – The reopening trade into cheaper stocks and areas of the market continues to show strength this year. As with other bull markets, leadership is changing and you want to reassess your portfolio accordingly.


Looking for something that does well while interest rates are rising? Perhaps it’s emerging market stocks.

Have EM Stocks Lost Their Immunity to Rising Rates? by Jeffrey Kleintop


The SEC’s site with an informative bulletin on popular ESG funds.

Environmental, Social and Governance (ESG) Funds – Investor Bulletin


It’s a question we’ve all been asking – how will we know when this is over?

A Simple Rule of Thumb for Knowing When the Pandemic Is Over by Alexis Madrigal


Anyone who has tried to buy a house in the last year knows this at some level, but this article provides the surprising details.

Covid Housing Boom Is Even Bigger Than Imagined by Brian Chappatta


Gold was set up for a strong run given what people typically think causes gold to do well. It didn’t happen.

What Happened to Gold? by Michael Batnick


Book Recommendation

True Believer: The Rise and Fall of Stan Lee by Abraham Riesman

The definitive, revelatory biography of Marvel Comics icon Stan Lee, a writer and entrepreneur who reshaped global pop culture—at a steep personal cost.”