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Market Commentary August 2022

August 2022
Letter 3

In a surprising turn of events, markets moved from a state of fear and panic to one of euphoria in July, best described by Warren Buffet’s parable of Mr. Market.

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Market Commentary December 2025

November unfolded in two distinct halves: risk assets first experiencing a selloff, before staging a strong rebound toward months-end.

Market Commentary November 2025

Markets ended October higher overall, but not without a few twists along the way.