Newsletters
January 1, 2025
January 2025 Newsletter
After 2 solid years, we enter 2025 with stocks nearly priced for perfection. Risk is elevated when valuations are stretched but stocks remain resilient, and we view recent weakness opportunistically. We tactically increased equity exposure into recent weakness, reflecting our optimistic outlook even as we acknowledge that it’s premature to call the end of the current pullback/consolidation.
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