[https://stayvigilant.substack.com/p/its-a-critical-juncture?sd=pf](https://stayvigilant.substack.com/p/its-a-critical-juncture?sd=pf)

This is an excellent analysis and gives me insight into your position. Thanks for sharing your work Rich!


I like being aware of what’s going on from a macro perspective, but I’d think it's best to never let it scare one out of the market or into all cash. However, I am speaking from the POV of a passive investor who does not enjoy timing the market.

Joey Hirendernath

There has been a lot for investors to digest since coming back from the summer, and there is more to come. Now may be the most important time of the year for portfolios.

https://stayvigilant.substack.com/p/its-a-critical-juncture?sd=pf