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“In my whole life, I have known no wise people who didn't read all the time – none, zero.” ~ Charlie Munger (January 1, 1924 - November 28, 2023)
Good evening,
November turned out to be the best month of the year for stock markets. The S&P 500 ended up 9% for the month, while the Nasdaq gained 10.7%.
As we headed into December, revisions to U.S. 3Q GDP supported our longstanding thesis of a resilient economy accompanied by weakening inflation. Although growth was revise...“In my whole life, I have known no wise people who didn't read all the time – none, zero.” ~ Charlie Munger (January 1, 1924 - November 28, 2023)
Good evening,
November turned out to be the best month of the year for stock markets. The S&P 500 ended up 9% for the month, while the Nasdaq gained 10.7%.
As we headed into December, revisions to U.S. 3Q GDP supported our longstanding thesis of a resilient economy accompanied by weakening inflation. Although growth was revise...
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