A Few Things....

July 11 2019

1. I don’t usually talk about markets, but every six months, there is something to discuss.

The last time, was December 27th 2018, when I said:

Have you been taking advantage of the sale in the market ?

It's felt a lot like Jan / Feb 2016 or August 2015.

I think we are going to look back and wish we bought more here.

Happy to share where I've been deployi…