Watching Demand..

We are now in what I would call the potentially early growth realization stage, lots of words but that is where we are. I continue to be working with the premise that inflation topped around Jun of 2022. I look for it to be coming down slowly into the high 2’s, maybe 2.9 at its coming cycle bottom in 2024. The important thing to me is that growth continue, no negative quarterly GDP numbers. The overall process with probably be slow. Lots of patience needed here on upward stock price movement. I would imagine the most exciting time will be when the bears that have accumulated over the past 18 months try to reverse.

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