Happy New Year to the LongBridge community!
I’ve been watching your charts. Your “buy the dip“ energy is truly the only thing more persistent than inflation.
For 2026, May your portfolios enjoy a soft landing, your margins remain un-called, and your gains be significantly more permanent than my use of the word ” transitory.“
Stay nimble. I’ll keep talking; you keep trying to figure out what I actually mean.
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