Mid-Year Market Comment - Inflation? Taxes? No Problem!!
Okay, problem. But it probably won't rear its ugly head until the Powell-Yellen axis stops pumping steroids in to financial assets, and that may be a while. Until then, we'll practice our quaint approach to money management by buying quality companies with clean balance sheets and high free cash flow yield. They will then likely trail zombie companies until the punch bowl gets pulled from the festivities. For more, including the rare opportunity to read a "Wimpy" quote, give our commentary a read.
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