Let’s take the hint from the past couple of weeks—2022 looks choppy. And why wouldn’t it? Our prolific money printer Jay Powell has (finally) admitted that inflation is real (not transitory).
His easy money had been floating the market. Now, with Jay reappointed and looking to assuage his Congressional colleagues about rising prices, he’s about to reverse the flow of money. This will likely reverse the rising tide of the market and expose select stocks.
But we dividend investors needn’t panic. With 2022 turning into a stock picker’s market, this is our time to shine. A fragmented market is just fine for us.… Read more