Thanks for the mid-month update. Always look forward to your coverage and views across different sectors. Agree that these are precarious times from a geopolitical point of view, for better or worse, markets meanwhile still seem largely unaffected.
Julian, I’ve been thinking more about your comment and it makes me realize I need to do a better job of explaining why I do what I do. I’m going to use this opportunity to write more directly about this topic in my March 1 post. Thanks for the push! I think I can add a tremendous amount of clarity to shed some light on this topic for you, and all my readers.
Thanks Julian I always appreciate your insight. When the markets turn down, it happens very quickly. Wait for it…
Thanks for the mid-month update. Always look forward to your coverage and views across different sectors. Agree that these are precarious times from a geopolitical point of view, for better or worse, markets meanwhile still seem largely unaffected.
Julian, I’ve been thinking more about your comment and it makes me realize I need to do a better job of explaining why I do what I do. I’m going to use this opportunity to write more directly about this topic in my March 1 post. Thanks for the push! I think I can add a tremendous amount of clarity to shed some light on this topic for you, and all my readers.
That'd be great, looking forward to it!