We do not often discuss the macro environment in this letter, which focuses more on specific companies, but given the current uncertainty and recent market moves, we thought some high-level comments were in order, asserts Adrian Day, manager at Adrian Day Asset Management.
We do not often discuss the macro environment in this letter, which focuses more on specific companies, but given the current uncertainty and recent market moves, we thought some high-level comments were in order, asserts Adrian Day, manager at Adrian Day Asset Management.
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