Commentary
As an investor, it’s very easy to look at the current environment and shake one’s head.
There’s a tremendous amount of headwinds. Given the volumes of headlines involving inflation, the debt ceiling, incompetence in Washington, geopolitical risks, China, etc., some investors may just give up and stash away their cash.
But that could prove to be rather short-sighted.
If your investment horizon is three, five, 10, or more years, there could be opportunities out there. It’s important to realize that if you zoom out enough, the daily and weekly headlines matter little. No matter the environment, there are asset classes or industries that thrive—not forever, but certain themes will have staying power over a period of time….