The Pomp Letter
The Pomp Letter
The Market Is Always Right
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To investors,

There has been a lot of crazy developments in the public markets since the start of 2020. We saw an approximate 30% drop in prices during the March liquidity crisis. There was an epic rally off the bottom that was fueled by trillions of dollars in quantitative easing. These are just the structural movements though — the real fun has been ha…

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