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Perspective

Perspective

“For some perspective. This graph shows the impact of Covid and why focusing on infections is a misleading metric. [Blue graphs is infections/cases: Red graph is corresponding deaths]”

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Market & Portfolio Review

The bottom line is that the divergence between pessimistic sentiment and positive real data is creating an excellent moment to invest for the nimble investor. As a result, we are positioning client portfolios in companies that stand to benefit from the return of the U.S. consumer.

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