Market Highlights

Title
"Public to Private" - April 2022 Market Highlight
“Every Quarter-Point Matters" March Market Highlights
"Stable Inflation- Sine Qua Non" - February Monthly Highlight
“Losing Money In Outperforming Investments"- January Monthly Highlights
“EXCEEDING EXPECTATIONS AGAIN”- December Monthly Highlights
“Optimal Play Is Often Boring” - November Monthly Highlights
"Comparing Asset Bubbles" - October Monthly Highlights
"Item Is On Backorder" - September Monthly Highlights
“To Be A Borrower” - August Monthly Highlights
“Olympics & Competition” - July Monthly Highlights
“Happy Bobby Bonilla Day” - June Monthly Highlights
"Small Speculative Correction" - May Monthly Highlights
“Improving on Bond Expected Returns” - April Monthly Highlights
“Digital Dollars” - March Monthly Highlights
“Dunk or a Three” - February Monthly Highlights
“The Retail Ant Army” - January 2021 Market Highlights
“Top Heavy S&P 500” - December 2020 Market Highlights
"Impact of Being Out of the Market" - November Monthly Highlights
“High Frequency Economic Data” - October Market Highlights
"Politics Can Misinform Investment Views" - September Market Highlights
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