Every Thanksgiving, I get together with my in-laws. They’re nice enough people … but if I’m being honest, some of them aren’t particularly interesting. Conversations are invariably limited to just two or three topics. In fact, some people just have two or three particular stories they trot out. I just sit there and nurse my second or third glass of wine, and try to look interested. The stock market is kind of like that in 2022. There simply aren’t a lot of things to say about the stock market – rising rates and inflation have gutted Big Tech and other growth-oriented names, while commodity stocks and defensive plays reign supreme.… Read more