What Our Clients Are Talking About Behind The Scenes

Well, we are finally done with 1H22.  Phew.  I could comment about how bad it was, but I will spare you from reading it again here.

Unfortunately, just because the calendar flipped to a new month, new quarter, and to 2H22 the same headwinds are likely to present challenges for more time.  How much longer will this take?  How much of the bad news is priced in?  I get asked this quite regularly.   I also hear “But everyone is already bearish and knows t...

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