Is There a Longer Term Trend?

Jay Dage: I think the sentiment in shipping right now is pretty poor from what I've noted. He says he's noticed a lot more pushback on Twitter and other forums, but even in like our own chat rooms there's a lower level of sentiment. His model portfolios are up an average of 41% year to date; S&P 500 is out 25%; that's 66% outperformance. "I don't want 10%, but I'm not worried about 5% or 6% or 7% inflation at all," said Dage.

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