Letter To Investors Nar

Abnormal is the New Normal

Winners→ We live in a new world, an era, where the abnormal is the new normal, and where the unknown is the known. In 2021, as in all periods, there are winners and losers. Hogs, i.e., the cost of pork (not in political parlance) has increased 50%. Other year-to-date standout sectors → energy, industrials, financials,

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MegaTrends

When it comes to allocating investible assets – particularly larger sums of capital – the “where” can be more important than the “why.” I surmise, people who generally earn incomes above the national average may attribute their higher earning capacity as multifactorial by way of → attained skills → acquired knowledge → time allotted →

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New Now

California Cruising

Worst of Times During the Great Financial Crisis, 8.5 million workers lost their jobs. The U.S. unemployment rate rose from 4.7% in late 2007, to 10% in October 2009. In comparison, the 2020 Great Lockdown forced 17.9 million people to lose their employment, in a matter of a few months, swelling the unemployment rate in

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