Given likely extreme volatility through first half, raise cash during rallies for redeployment during second half of 2022

Fed rate hikes likely to be fewer than consensus (4 minute video)

Negative outlook for stocks means short term rebound (5 minute video)

First half tightening by Fed will cause continuing volatility (5 minute video)

Supply glut in second half will reign in inflation (4 minute video)

Market is not prepared for aggressive Federal Reserve hikes (5 minute video)

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