SAM MG 9054 FPO

Each quarter we send a commentary letter to our clients and friends.  This letter contains our latest views on investments, the economy, and pertinent personal financial issues that may be of interest to clients.

From time to time we also publish special commentaries to share our thoughts on time-sensitive issues or to provide information on a current topic.

APRIL 2023 COMMENTARY LETTER

"Sentiment Contagion"

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JULY 2023 COMMENTARY LETTER

"We're just not there yet."

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October 2023 COMMENTARY LETTER

""A Tricky Irony""

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