The Manley Macro Memo

Jan 27

The S&P 500 is priced for perfection despite potential short-term risks from transitioning to a private sector-driven economy, uncertain tariffs and deportation policies, and terming out our debt

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Martin NESSELER

Jan 28

Thanks for your thorough review and sharing of your portfolio.

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The Manley Market Memo

The Manley Macro Memo