Download Investment Commentary for Winter of 2022.
Download Investment Commentary for Summer of 2021.
We hope everyone had a lovely holiday season and are staying healthy as we welcome the New Year. This is hopefully the conclusion of our “Socially Distant” COVID-related series of quarterly letters. What a year it has been, and we finally have a light at the end of the tunnel with multiple, effective vaccines rolling out in full force as we speak.
HAPPY 10TH ANNIVERSARY EXPANSION! As of the beginning of July, we are officially in the longest US expansion on record, according to the National Bureau of Economic Research.
The financial markets have started the year with a bang.