"All men recognize the right of revolution; that is, the right to refuse allegiance to, and to resist, the government, when its tyranny or its inefficiency are great and unendurable." -- Henry David Thoreau (1942). "Civil Disobedience"

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by quoth the raven

Heading into the third quarter of 2024, I can't say the market has done exactly what I predicted it would at the beginning of the year. However, I will say that the risks I pointed out and the themes I thought would dominate the year have held true to form.