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2018 was a terrible year to be an investor. In 2018, US stocks fell 4.39%, international stocks fell 13.60%, bonds finished the year with gains of 0.01%, virtually unchanged.
NOTHING worked in 2018.
2019 was a fabulous year to be an investor.
Read MoreAnnually, we take some time to think about the big picture trends that are driving the US economy and society, pick out interesting themes and trends, then consider those companies whose products and services address those trends.
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