Without fail, whenever I travel, volatility happens and I’m not in a position to respond with an articulate, well thought-out research note.

And then, of course, my inbox starts to fill up with inquiries of increasing concern and borderline panic.

This time, though, I decided to make a break from the norm DJ Jazzy Jeff-style. Instead of waiting long enough to finish an update, I’m breaking up the hardcore monotony of written research with a video update.

So take a listen, as I provide updates, insights and perspective on three of our top recommendations right now.


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