2Q 2018 Market Letter

In our opening missive for 2018, we had warned investors against getting too comfortable, as we observed a convergence of economic, earnings, and stock price momentum begin to drive financial markets and risk appetites meaningfully higher, even as the landscape remained littered with potential policy and geopolitical landmines.

Given the fairly bumpy ride that has unfolded since that time, it seems safe to assume that few investors have felt all that comfortable over the several months since stocks notched their most-recent cycle peak back in late January.

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1Q 2018 Market Letter