2Q 2019 investor Letter - Expect more volatility ahead with every tweet and news report. - Q2 19 Quarterly Letter

June 29, 2019
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As one of our favorite strategist’s said, “Investors continue to be beholden to the actions of three people –Powell, Trump, and Xi. Chair Powell is unelected, President Trump is unpredictable, and President Xi is largely unaccountable.”

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