Time to dip the toe in the market waters.

Why the market narrative may be already changing.

This is a quick update to let you know that I am adding today to my portfolio POTS.

My plan is to share more details over the weekend.

Why I am adding to the POTS now?

• Oil and commodity prices trend is changing, going down

• Inflation may be picking and we may see some signs on July 13th CPI reading

• Consensus is that inflation is peaking because global demand …