Every quarter we like to reflect on the investment environment more broadly. Despite our strategy being up nearly 30% in 2018, after a superb 2017 gain, we think it is always prudent to reflect on the situation in front of us.
Within the letter we discuss our broader philosophy surrounding all the noise in the markets. In addition, we give insights into why we believe the Technology sector is not comparable to 1999, and how the rate rise today isn’t 1981…
Have a nice day!
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Sean D. Emory
Avory & Co. Founder & Chief Investment Officer
Disclaimer: This is not a recommendation for purchase or sale of any securities.
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