“The Battle of Narratives–and the Need to Act.”
With so many compelling, yet opposed narratives competing for our capital today, one can become paralyzed into inaction, or worse, make bad decisions.
As always, we refuse to answer unanswerable questions, and instead, listen to the message of the market. In this month’s video, we discuss that message, highlighting important changes at the margin that continue to support a bullish positioning.

