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Next Dose of Inflation

John Lekas – CEO and Senior Portfolio Manager  July 24th, 2023  We anticipate that weakness in the US dollar (DXY) will initiate an upward trajectory in commodity prices. The sanctions against Russia have led to fragmented financial markets, allowing movement…

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Perfect Storm

Perfect Storm

John Lekas – CEO and Senior Portfolio Manager May 1st, 2023 US Average Hourly Earnings Yearly Percent Change We believe the inflation we are seeing in the CPI and elsewhere will persist well into 2024. As we have stated in…

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