Monthly Commentary

October 2022 - Q3 2022 Performance Review

October 2022 - Q3 2022 Performance Review

Dear Investors and Friends, A theme we have been exploring this year is the “Great Reset,” the across-the-board reduction in valuations brought on by rising inflation. In Q3, global inflation was even more of a problem. At the end of June, Fed Fund futures indicated that the Fed Fund’ …

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