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    2022 Q3 Newsletter - Sweet Are The Uses Of Adversity

    As we plod through our third bear market in four years, there’s a certain weariness that’s set in. Perhaps not just due to multiple bouts of market volatility, but rather the bear markets on top of a culmination of many other things: a global pandemic, business shutdowns, the supply chain mess, record gas prices, homeschooling kids, isolation from loved ones, the conflict in Ukraine, and the list goes on.

    2021 Q3 Newsletter – Fundamentals

    There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no...

    2021 Q1 Newsletter – Lessons Learned

    Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – that...
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