Hello, Subscribers!
First, a quick note regarding this week’s Making Hay post, which will be published as an MH(A)M tomorrow. As I am working through the final day of a big finalization process on the Evergreen side, I can’t afford our Monday edition the attention it deserves. Also, tomorrow’s post will feature some major news and represent a tectonic shift in terms of the types of investment-related material I will now be able write about. In short, it needs all my focus.
For now, please enjoy the Daily and look forward to the MH(A)M tomorrow.
DAILY
Jim Colquitt is one of Team Haymaker's favorite research sources. His analysis of investor equity allocations and future returns is of particular interest to us. As you can see below, it just hit an all-time high.