2021 in Review: Revenge of the (Value) Nerds
In this edition of the newsletter, I:
1. Discuss the end of the "Roaring 2020s"
2. Review performance in 2021 against a changing market backdrop
3. Explore the potential for recent, persistent inflation to cause a "deflation" in financial assets
As always, I look forward to hearing your thoughts, comments, and criticisms!
Please feel free to share this letter or reach out to me for further discussion by replying to this email or by reaching out on Twitter @conover_ab.
Click below to read the full letter.