The Pomp Letter
The Pomp Letter
There Is No Return To Normal
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There Is No Return To Normal

1

To investors,

There is a significant amount of fear in the market right now. People have been watching as risk assets have sold off aggressively since the November 2021 highs, which can be partially attributed to the Federal Reserve’s focus on talking tough about quantitative tightening.

Although it took the Fed months to act, we are now seeing the centr…

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