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Camp Kotok Update: Plenty to Talk About!

Camp Kotok – Plenty to Talk About

There has never been more to talk about at Camp Kotok. Fifty people, 51 perspectives. Stay tuned for updates this week!

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Is It a Market Correction or a Reallocation?

Is It a Market Correction or a Reallocation?

We ask if recent market volatility was a broad market correction or a reallocation within and among asset classes. Or is something else driving volatility because of disruption (AI, tariffs, wars, federal deficits)?

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