Archive for April 2023

Looking Ahead…

As the economy and markets move on from the interest rate hikes and fight on inflation it is probably time to focus on the bigger picture, the buildout of Climate Tech, the area where we have been focused since the…Continue Reading →

Growth on Track…

While the worry warts and shorts keep talking about a recession, the economy keeps kicking out growth. This should mean that average working interest rates will remain in the 3.75 to 3.95 percent range, that is OK. Here is what…Continue Reading →

Below the Radar..

“Below the Radar” the market needs to fly faster and lower until it is safe to go to altitude. That may be the alternative to the “Hard Landing” and “Soft Landing” scenarios out there. So as the market operates in…Continue Reading →