Insights

End of October Market Update ·        This was a huge month for biotechnology.  Biotech is a very long duration asset (many companies are far from their first profits), so they benefit greatly from lower interest rates.   ·        This was also a very good month for solar/clean energy.  Strangely, this industry tends to move counter-intuitively (meaning not at all like political control would make you think).   ·        October was also a huge month for semi-conductors, as de