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
Glenn D. Surowiec
Feb 17, 2024
Client Update, February 17, 2024: An obsession with recession?
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” Sir John Templeton |...
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We post mid-year and end-of-year client updates, and post presentations and resources that give insights into our process, positions, and investing philosophy. Explore our commentary by year: