An Excerpt from Last Sunday’s Newsletter

Situation. Right now the macro “winds” are so strong that they are driving the show. During 2020 and 2021 the pandemic created large ups and downs in the marketplace, which created a lot of opportunity for gains.  And before that we had a massively long and steady upward climb and a classic demonstration of The Business Cycle, where the market has ups and downs but overall steadily climbs. Right now we are in different territory…

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