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Client Letter August 2020

Client Letter August 2020

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” --Benjamin Graham 

Market Comment 
In reviewing July results, I have two key takeaways for you. First, the major asset classes moved upward together in July and this suggests that the key driver of this bull market so far is liquidity – unprecedented global monetary and fiscal stimulus has created huge amounts of cash seeking a home in a low interest rate environment. That answers the question we hear most from clients; how can stocks rally so much amid grim economic news and with the pandemic still spreading?  Read Full Client Letter
Client Letter September 2020
Client Letter July 2020

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In today’s letter we share some perspectives on inflation, and the re...

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