3rd Quarter 2021

A Euphoric Transition of the Markets

Additionally, we see two new issues developing. The first is inflationary pressures, which are well known and discussed in the markets. The other is supply chain issues. Those issues are as visible as semiconductor production shortages. And as opaque as shortages of willing labor to unload cargo ships. But these issues are not garnering too many headlines at this point. We expect that to change.

See Full Report: Q3 2021 Client Newsletter

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