"While the stock market has largely ignored rising inflation and recession fears, the bond market has moved in the other direction with analysts from Bank of America calling it the greatest bond bear market of all time.”

“As investors crowd into mega-cap names, small-cap stocks are trading at a historically steep discount.”

“The “bond vigilantes” came out of hibernation in the quarter as longer-term bond rates moved up to compensate for….”

“Don’t underestimate the value proposition of founder-led businesses. It takes tenacity and grit to survive in today’s business environment.”