“The only true wisdom is in knowing you know nothing.”
– Socrates
The Through Line: Although the year is still in its infancy, markets have already been confronted with several volatility-inducing macro surprises. Determining if or how the developments will bend the fundamental arc of industry or economic fortunes will take time. Meanwhile, there are things we know, things we are watching, and a framework we can use to evaluate opportunities while awaiting clarity.
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