3 Numbers that Tell the Whole 9 Yards

As you may remember from previous episodes of the Money Game, my 2022 investment predictions are based on 3 major global macro themes: (1) Omicron could be the end-game for COVID; (2) The fight by central banks, especially the Fed, to tame inflation will be uglier than expected; (3) The probability is rising for geopolitical risks to boil over. This week I want to show you how three numbers encapsulate these themes and some more. If you are tracking my portfolio, it continues to make nice gains in the face of increased market volatility. Do you know anyone other talking heads who can make this claim :-) Please subscribe if you have not.Show more

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