Tepid week in the markets but a strong week in the portfolios. Some moves are becoming out-sized and we'll have some comments on our portfolio as it relates to the macro backdrop in the Stuff section of the Monday post.
Comments on last week will be included in The Week That Was section of the Monday post, our weekly recap.
Fairly light energy earnings next week in calm before the storm action,
Look for updated longer pieces on a couple of names in the coming week,
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