Last week in this column, I said it was time to buy . Today, we’ll clarify that timeline. Buy and hold forever ? Nah. Not now. Maybe never again! To everyone that shook their head at this careful contrarian last week, thinking there is too much uncertainty in the world, well, I agree with you . The “threatdown” is real—which is why I’m not interested in holding names until the end of time. We have conflict in the Middle East, a still-hawkish Federal Reserve, spiraling government debt and stubborn inflation. The news isn’t pretty. That said, precarious markets create short-term and medium-term opportunity .… Read more