Q1 Portfolio Commentary

Follow the cash, forget about the noise – January was ugly. Crude oil’s merciless slide took it briefly below $30 a barrel, the Canadian dollar touched 68 cents against the greenback, and the S&P 500 suffered its worst start to a calendar year – ever. Not unexpectedly, this tempest summoned the usual parade of pessimists, many who’ve now been forecasting a market crash for well over half a decade.

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