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The mood of the markets has always fascinated me both as an investor and an equity strategist. As fickle as it can be, the mood of the market shifts on a dime. Looking back through the year, two theme...

As I write this year end note, I feel a sense of Déjà vu. Exactly a year ago, around this same time, we were showing signs of economic rebound and victory over Covid. Unfortunately, we were hit by the...