DM Portfolio Commentary – Q4 2020
A year like no other – Last summer, life – or at least a marker for life – was discovered on Venus. Evidence that we may be sharing our solar system with other animate organisms would have probably been a headline grabber in any other year, but in 2020 the pandemic bound news cycle was simply too intense and congested to leave room for much else. Without warning, our collective thoughts, actions, and discourse were singularly consumed in a way that has not likely happened since the Second World War.
Setting aside the health and social consequences of the events of the past 10 months, the economic
impact has been profound.
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