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Market Commentary

Fear, Anxiety, Volatility and Opportunity

Today’s headlines are like those we read in 2008-09, the difference being that we are fighting a virus that has caused world economies to partially shut down. This is not a permanent shut down of our economy caused by bad business plans or financial imbalances.

Thoughts

Investors’ heads must be spinning after the fourth quarter sell-off driven not by fundamentals but primarily geo-political events such as government shut downs, potential firing of the Federal Reserve head, Brexit and tariffs, just to name a few.