Episodes
Friday Mar 31, 2023
Marching Into April
Friday Mar 31, 2023
Friday Mar 31, 2023
For the last month, the investment team at Oak Harvest has been busy. First Charles, James and I were busy digesting 4th quarter EPS reports. Then we were trying to get our hands around whether inflation had peaked enough for the Fed to slow their interest rate increases, stop them, or even reverse them in the second half.
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