The first in-person MIF of 2022 flew by last week. It was great to finally see everyone again! I also had the opportunity to present and introduce some wonderful companies, but unfortunately, that meant I didn’t have a chance to write a letter.
It was also a crazy task to define what’s exactly going on in the markets, so I did my best to capture my thoughts about what has changed in the last two weeks, what hasn’t, and where that leads us.
Courtesy of the Resource Maven
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