The market is in a delicate position, and there is no smoking gun or white knight that can grace the airwaves in one afternoon and sweep us to the promise land overnight. I say this also with the recognition that the S&P is +6.5% YTD and the Nasdaq +15%. However, this is not a straight-line-up market and we are imbedded within a slow, gradual, and arduous process whereby we are navigating our way out of exceptionally high inflation that is the result of a very prolonged period of zero interest…
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