The Geopolitical Climate And Risk Of Market Disruption

2025-06-24 13:05:00 ET

Originally published on June 22, 2025

I returned home a few hours ago from a trip to New Jersey for a golf event with a high school friend - no, we didn’t win, but it was a great time. I caught up with old friends, made some new ones, and realized I need to spend more time at the gym and the driving range; my game isn’t quite ready for prime time yet. I just wanted to give you a quick update on my views given the current geopolitical climate...

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