alvarez/E+ via Getty Images Capital Rotation I am always looking for opportunities to rotate capital whenever the market presents an opportunity to do so. In the current environment, we have sold some of the high-cost […]
da-kuk/E+ via Getty Images In late 2020, I recommended purchasing Farmers & Merchants Bancorp (OTCQX:FMCB) for its high-quality business model and its exceptionally cheap valuation back then. Since my article, the stock has rallied 30%. […]
US Dollar Price, Chart, and Analysis Financial markets expect a total of 175 bps of rate increases this year and 100 bps in 2023. The Fed needs to navigate a tricky path between growth and […]
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