Portfolio Manager Commentary

Overview, strategy, and outlook: As of January 31, 2019

The January news cycle was dominated by the federal government shutdown. As the shutdown dragged on, the talking heads nattered about the amount of gross domestic product growth being destroyed each week, the economic hardships affecting furloughed workers and their families, knock-on effects throughout the world, and the negative volleys between the executive and legislative branches of government stalling progress on resolving their impasse...

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