It was another calm month for the Easy Income portfolio. Some investments went up a little, and some went down a little. We collected dividends along the way. This is exactly what the Easy Income Portfolio is designed to do.

I am pretty sure inflation is going to be sticky.

Energy demand will probably grow, and natural gas demand stands to benefit significantly from that growth.

It appears very likely that commercial real estate values, especially office properties, are much closer to the end of their decline than the beginning.

I am very bullish on residential mortgages for many economic...