First Quarter Summary 2026
Hopefully, you have had a nice start to your 2026. All things considered, the first two months of the year were relatively status quo. Unfortunately, the US/Israeli and Iranian struggle came to a head near the end of February. It has understandably been front and center ever since. I would be remiss not to discuss the fragile balance as a result. You cannot assess the first quarter or expectations for the remainder of the year without considering the global concerns arising from the conflict.
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