DM Portfolio Commentary – Q2 2021

Don’t miss the forest behind the pricey pile of lumber – Following more than a year of what can fairly be described as a health, social, and economic odyssey, we seem to be sitting at or near the cusp of transition on many fronts. The effectiveness and relatively wide distribution of covid-19 vaccines has suppressed the worst effects of the virus and, at long last, allowed us to gradually resume our normal patterns of living and interaction. At the same time, the resulting uptick in activity has brought with it a well-reported jump in inflation and worries that central bankers will shift gears and begin to withdraw the extraordinary monetary support that helped to keep economies
afloat during the worst of the lockdown.

Click here to read more:  DM Portfolio Commentary – Q2 2021