Independence Day +
By Julien B. Booth
July 2, 2021
Happy Independence Day Weekend. I feel incredibly grateful to be in America.
Quick note below on what is driving the financial markets – from wizened Mr. Mark Grant.
Spoiler alert – the Federal Reserve is creating a monetary environment that sends all asset prices to moon.
There is an intellectual honesty question to the Federal Reserve process – but we will save that for another day, or you can read Dimitri’s recent note here:
Have a wonderful and safe weekend with your loved ones.
And, Peace on each of you who have lost cherished friends/family this year.
JBB
Chief Investment Officer – Fixed Income & Real Assets
BRC Wealth Management