Market Commentary
National Federation of Independent Business Survey
April 13, 2023
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Market Commentary
This is why I keep saying the Fed is focused on the wrong employment figures
March 17, 2023
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Paper Dragons
December 1, 2022
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Horseshoes and Hand Grenades
September 1, 2022
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Market Commentary
Update to Our Portfolio Positioning
June 15, 2022
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Are We There Yet?
May 6, 2022
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Thoughts on Russia / Ukraine Conflict
March 10, 2022
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Build Better Act
October 1, 2021
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