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Blogs


Looking Back at a Rocky First Half of 2022
2Q 2022 Recap & 3Q 2022 Outlook Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend...
Jul 5, 2022


Recapping the Bumpy 1Q 2022 Ride
This quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.
Apr 5, 2022


Fourth Quarter Recap & First Quarter Outlook
Stock Market Themes Carry into Fourth Quarter The fourth quarter was a mixture of all the investment themes that defined 2021. Consumer...
Jan 5, 2022
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