Weekly Commentary | July 25, 2021 (Reposted)

Aug 02, 2021

∙ Paid

Summary

Funds that look interesting: PCI (relative to PDO), BRW, JSD, ARDC, CXE, AIF, and maybe FPF.

Looks like this was removed from Substack due to an error. Reposting now for archival purposes.

Another week, more records. But this week did feel a little different as we had a fairly large one-day sell-off on Monday. Stocks then recouped …