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Happy New Year to all those who stop by my website. I think for many of my listeners and readers, we viewed 2019 as a prosperous and productive year. Since we need to make hay while the sun shines, we were able to leverage the circumstances in 2019 to fatten up our balance sheets, and while I cannot guarantee that 2020 will provide us with a repeat of such auspicious conditions, we will certainly be more prepared if adversity comes. If we have built up our assets properly during the fat times, we can look to the lean years as opportunities to advance.
-A few thoughts about Fed QE and potential stumbling blocks.
-My concerns about commodity price pressures. My thoughts about rising CPI data.