January Investment Memo
The Know Nothings and the Nothing Known
What We Know and What We Think We Know
Roughly 11 months ago, Russia violently and brutally invaded Ukraine. Many of us were left with questions. Is this the world we are living in? Is World War III next? What will China do? How will Ukraine defend itself?
Financially, we watched the world divest itself from Russia, and Russian stocks become essentially …
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