Weekly Commentary | July 4, 2022

Macro Picture

I believe we are in recession.  And most are starting to see it that way too.  Over the next few weeks we'll discuss the investing implications.  This is the time to make money.

The S&P 500 gave back about 2.3% of the big gains from the previous week (about one-third of the advance) as the recession calls grew louder.  The market closed out …