Security Trade Ideas (STI) March 2022

“The Future is Unknown”

Perhaps 2022 is a year where life goes back to “Normal”.  I am sure the term “Normal” has a different meaning for everyone of us around the globe.

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For me, trying to get myself back on the ground has been challenging to say the least. With the loss of my brother in 2017, I lost the little ability I had with my Piano. With every note played a tear dropped.  I haven’t been able to play. Meanwhile, my beautiful children were dealing with problems of their own and thus their pain being mine.   Before starting to breath, I lost the love of my life in 2020. With his loss my ability to write has diminish. He inspired me by saying “this and that may be a good topic for your post hon?”. He encouraged me, supported me and was the only person in my life who ever told me to have confidence in myself.  I lacked self-confidence growing up. Being a woman from a foreign country and growing up in US at the time when women weren’t allowed to wear pants at work but smoking in the office was allowed.  His voice is still in my head telling me, from when I was going for my master’s degree in San Francisco in 1980, while he took care of our three years old daughter, have confidence in yourself.

“Excessive supply of money causes inflation.”

In the year 2022, we are faced with many challenges in the markets around the globe.  The economical challenges are global.  I think number one on my list would be Covid (Covid-19, Delta, Omni, and other mutations). Then, it would be inflation and the Federal reserve buying back bonds or Quantitative Tightening (“the Fed Monetary Policies”). I am watching the 10 year yield and the yield curve.  The political issues around the globe can’t be avoided. There is China, Russia, North Korea, Taiwan, Turkey, Afghanistan, Iran – just to name a few.

Most of these challenges have occurred in my lifetime and perhaps yours? We have enjoyed years of easy money (high liquidity), low interest rates, low inflation and now things are changing.