Challenges Ahead
Fear of inflation loomed
No one has a crystal ball
Global Oil Production by Country
Russia Exports
Inflation continued to run hot
We can expect further increases
Increasing Oil Prices and Fed Funds
The arguments for optimism
US Labor Market: Unemployment Rate
US Labor Market: Labor Force Participation Rate
US Labor Market: Quit Rate
US Labor Market: Job Openings/Unemployed Workers
From all angles
Commentary on inflation
US Food and Gasoline Spending
Wage Growth
Inflation matters
Aside from the risk
Change in Gross Margin by Industry
Interest Rates over Time
In addition to inflation
Dividend Stocks in Down Years
In our view, the fact
Returns on 10-Year Holding Periods
High-yield equities have fared better
High-yield equities have fared better
Miller/Howard Investments - Disclosure