Skip to content
Jan 06 2022

Asset Allocation: A Rising Tide Lifts Most Boats

  • Jan 6, 2022

Boy, we thought policymakers had thrown the kitchen sink at the economy in 2020. Evidently, the Fed’s Marriner Eccles building has two kitchens, because they were able to do it again in 2021: M2 grew 13%, the Fed’s balance sheet swelled19%, and the 2021 federal deficit will come in at 12% of GDP.

Login

For full access, please enter your credentials.

About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager