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Fourth Quarter 2021 Letter to Investors

Updated: Jan 19, 2022

What's ahead for 2022? The Midway Capital team takes out our crystal balls, tarot cards and our issue of the Old Farmer's Almanac for a look at why predictions are usually wrong. We investigate what we can know using historical data. We also tackle inflation once again. We've been predicting this for nearly a decade and now it arrived with a vengeance. We discuss the way inflation is playing out, including the "great resignation" and what it means for our portfolios.

MCRM Quarterly Letter 2021 Q4
Download PDF • 298KB


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