Doing the usual job of looking ahead, we have managed the registering of NFTRH’s extreme upside targets in some important macro indicators and now it is time not be be caught guessing. The ride has been great and now is the time to understand what’s in play out there, which is decidedly different than what was in play in March and April.
I feel good about 2020 to this point and I intend to continue feeling good about it moving forward. That takes work, not herding mindlessly but instead planning rationally based on the indicators that work.
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