Weekly Strategy Perspectives: Still Nauseously Optimistic

“There is nothing permanent except change.”
– Heraclitus

The Through Line: The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike. We’ve been asked to absorb major shifts in macro policy (trade, immigration, employment, regulation, taxation) while at the same time rapidly advancing technology is forcing us to rethink even our most basic daily activities. So much transformation on simultaneous fronts can be intensely disorienting. Or, given the right mind set, it can also be intensely exhilarating – laying the groundwork for growth and opportunity.

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