Betting that the “everything rally” will continue seems about as mature and responsible as two high schoolers hanging out in their parent’s basement and idolizing heavy metal bands, but that’s where I am right now. There are two major headwinds that I see (there are probably many more out there, including a resurgence of inflation, but I either don’t see them as realistic or am dismissing them for now). Geopolitical Risks: Support for supplying weapons to Ukraine is waning. The fighting is clearly at a stalemate. In all likelihood, the next phase of the war will feature a renewed Russian offensive later on this ... (full story)