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24Feb 2022

Trademark Market Perspective for 2/24/2022

Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as investors contemplated 5-7 rate hikes, because coupon bonds would…

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25Jan 2022

Quarterly Market Perspective for 4Q21

Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher.  Both November and December saw drawdowns of more than…

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