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At Waterloo Capital Management, we monitor certain economist and capital market theorists on an ongoing basis for the development of our tactical themes that we use in steering our portfolios. In light of all the news you are bombarded with, we thought we would help you “tune out the noise.”

We have taken the liberty of highlighting some of the more noteworthy interpretations from the last two weeks. This letter is merely a summary of their interpretations and should not be construed as advice, especially considering the varying opinions of the authors.

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