Update – 7/28/2022

Dear Readers,

I hope you are all doing well, staying safe and healthy and making progress on your individual journeys towards financial independence. As I write this, we are in the midst of a hectic earnings season. We are seeing record high inflation numbers and this is having a telling effect on the earnings reports from several companies, many of whom have slashed their forward guidance.

I am yet to fully digest the quarterly earnings report from several of these companies as work has been very busy as well. But I do plan to do so in my free time over the next few weeks.

In order to keep myself occupied, I am reading an investment classic and I should be posting a book review for this shortly. Stay tuned for that.

One thought that was circling in my head is that THIS is a fantastic opportunity to learn as an investor as we have all kinds of trends influencing the macro economic environment: War situation in Eastern Europe, Record high inflation, Pandemic that does not seem to be going away anytime soon and also supply-chain issues a result of one or more of these earlier reasons. Let me state that everyone appears to be a “genius” in bull-market situations, but real learnings are when you get to invest in a bear market scenario.

I wish you all the very best! See you in the next post.


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