■Recession? When, not if, is what matters Devin / April 17, 2022 Our latest worth sharing on the risks of recession:
■Putin’s Invasion — 3/27/22 Devin / March 28, 2022 Our latest worth sharing on the Russo-Ukrainian war
■The Specters of War & Inflation grow — 3/13/22 Devin / March 27, 2022 Our latest worth sharing on the threats of war and inflation
■A Double Whammy: Inflation & Invasion — 2/16/22 Devin / March 4, 2022 Our latest worth sharing on the risks of inflation and Russian invasion
■Moving from Growth to Value? — 1/23/22 Devin / January 23, 2022 Our latest worth sharing on the Value Factor:
■Inflation: Transitory or Persistent? — 12/20/21 Devin / December 20, 2021 Our latest worth sharing on inflation: