Donât know about yâall but we certainly feel liberated.
Liberated, that is, from any and all rational thought of early retirement. đ
We wonât delve into what Whartonâs Jeremy Siegel dubbed the âbiggest policy mistake in 95 years.â Or JPMorganâs failure to acknowledge the present tense:
Or the fact that the effective tariff rate exceeds the level set by the Smoot-Hawley Tariff Act, which many historians cite as a major contributor to the Great Depression.
Or that fear is setting in and that, in and of itself, can be self-perpetuating:



Or that things closer to our world just got a whole lot more interesting:

If this keeps up we may be liberated from our families.
Today, though, we dig in to update some recent filings and initiate on others. Deep breaths everyone.











