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Month: April 2022

Patience and Fragility: March 2022 Newsletter

Patience and Fragility: March 2022 Newsletter

With tanks rolling across Europe in late February and the Federal Reserve set to raise interest rates for the first time since 2018, many investors assumed a reckoning was on the way for US equities. Instead, on February 24th, the S&P 500 opened down almost -2%, closed up almost +2%, and went on to rally…

April 13, 2022 by Martin Kollmorgen No comment(s) REITs
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