After a year of characterizing our rising inflation rates as “transitory” the Administration and the Federal Reserve (the Fed) indicated that their number one domestic priority was to reduce inflation towards its long-term goal of 2%.
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Q2 2022 Quarterly Commentary
Finding Investing Opportunities in Today’s Markets
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Labor intensive companies have an uphill battle to maintain margins and protect sales, says Tom
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Investing Amid A Market Selloff
Investing Amid A Market Selloff
Tom Plumb, President of Plumb Funds and Portfolio Manager of Plumb Balanced Fund, discusses markets, investing, and the economy.
On the other hand… economy and markets
On the other hand… economy and markets
Tom Plumb live on Bloomberg Radio.
Q1 2022 Quarterly Commentary
Q1 2022 Quarterly Commentary
As you would expect, war, inflation, supply chain disruptions, and Central Bank tightening, combined to set the stage for the worst world stock market quarter in two years (the start of the pandemic global shutdown in March of 2020).
Tom’s Bloomberg Radio Interview
Tom’s Bloomberg Radio Interview
Due to a technical difficulty Tom’s Bloomberg Radio Interview didn’t happen but here is what he wanted to say.
February 2022 Market Update from Tom Plumb of “The Plumb Funds”
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Q4 2021 Quarterly Commentary
Q4 2021 Quarterly Commentary
The tumultuous 2021 has finally come to an end. Though the year was wracked with political infighting, pandemic closures, supply disruptions, inflation rearing its ugly head and rising interest rates, most major world stock market indices recorded meaningful advances.
Q3 2021 Quarterly Commentary
Q3 2021 Quarterly Commentary
The September quarter continued the uneven economic recovery in the United States and much of the world.