The balance of 2021 will round out a year of extremes. Hot inflation readings, manufacturing backlogs, shipping delays, labor shortages, automobile production constraints, etc., have touched everyone’s lives in one way or another. On the positive side of extremes, earnings growth has been robust and is forecasted to continue. Click here to read this quarter's Investor Letter which touches on our thoughts and viewpoints as we enter the end of 2021.
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