4Q 2019 Market Letter

MARKETS ROAR INTO THE TWENTIES!

Laying out the blueprint for this quarter’s commentary in late-December, the first thing I did was promise myself not to use one of those cheesy “20/20 Vision” puns that currently clutter the landscape of financial papers, magazines, and TV shows; sure, some things have gotten a bit clearer than they were but there’s no shortage of issues out there still causing me to squint…

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