Key Charts

“Unless commitment is made there are only promises and hopes, but no plans.” – Peter Drucker

Our base-case remains that things are going to get worse before they get better. We are not calling for the end of the world but are just looking to take advantage of the natural portfolio adjustments and positioning that are and will continue to take place to account for the current situation and ensuing ramifications (both short and longer term).
There are too many key chart for a single blog post but the following 3 are key in understanding what is happening and future moves:
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Wishing you a great day ahead.

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