“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war in Europe since World War II,…
Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A year that began with concerns over tighter monetary policy amidst rampant inflation has now been…