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Bedell Frazier Investment Counselling - Nagging Inflation - You Want Fries with That?

Nagging Inflation - You Want Fries with That?

04/12/24 • 11 min

Bedell Frazier Investment Counselling

Market turbulence is back. It returned with a vengeance this week. I last wrote on March 31st these words: "The Market was running pretty hot heading into Spring. We could see a cooling off period before another run higher. It's not a stretch to say volatility is likely to pick up as we head towards Summer. A lot of good stuff has been priced in from this rally. The Presidential election is heating up and we anticipate the road ahead to be quite bumpy. This Bull still seems healthy. It's just getting mature. And the next stretch could definitely be a challenge." That was from our Spring Newsletter which went out last week. The road definitely got bumpy, fast...

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Market turbulence is back. It returned with a vengeance this week. I last wrote on March 31st these words: "The Market was running pretty hot heading into Spring. We could see a cooling off period before another run higher. It's not a stretch to say volatility is likely to pick up as we head towards Summer. A lot of good stuff has been priced in from this rally. The Presidential election is heating up and we anticipate the road ahead to be quite bumpy. This Bull still seems healthy. It's just getting mature. And the next stretch could definitely be a challenge." That was from our Spring Newsletter which went out last week. The road definitely got bumpy, fast...

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