Summer 2024 Investor Letter: More of the Same, a Higher Market
With the first half of the year in the books, the 6-month index returns achieved so far this year would satisfy most investors if the returns were 12-month…
The Magnitude Of The Difference in Return A Greater Issue Than A Narrow Market
In evaluating the recent investment market and economic data, it is notable the amount of the data that is providing conflicting signals. One equity market…
