BCM 4Q21 Quarterly Market Commentary: The Speculative Fever is Breaking

By the BCM Investment Team We’d like to start by wishing our readers a happy and healthy New Year. When we wrote our last quarterly letter the U.S. was in the midst of a wave in Covid-19 cases driven by the Delta variant. At the time, we had hoped it would be one of the [...] The post BCM 4Q21...