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    Headwinds, Fundamental Analysis, & Opportunities

    We are studying the economic and political concerns of the day. So far, our conclusion is that while these issues are quite real – we see many companies reporting slower growth and thinner profit margins – it remains unclear if they are severe enough to trigger a recession as some may fear.

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    Short-Termism: When Volatility Leads to Performance-Chasing

    Human nature leads investors to strive for maximum returns and our industry may further condition them to always seek more, often in comparison to others.

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