This is a section of a blog post I wrote in early September. It has been modified to be more up-to-date. This is not investment advice.

My perspective on markets is supported by three core pillars, each of which are interconnected and, in other words, not mutually exclusive. The first much broader pillar is the Federal Reserve. The second topic is the election (which I view to be an overemphasized inflection point for markets). …

Hayden Tsutsui

long views like like rolling waves and short views nimble | there's no fun without speculation

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