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First Quarter 2022 Letter to Investors

It’s difficult to be excited about investing during a quarter when both stocks and bonds are trending down while inflation is ratcheting up. Does that mean the party is over or will the Fed be able to tame inflation while the stock market soars to new highs? This quarter we take on these timely topics, including whether investors ought to care what the Federal Reserve is doing or what's happening in the commodity markets.

MCRM Quarterly Letter 2022 Q1
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