"I think myself that we have more machinery of government than is necessary, too many parasites living on the labor of the industrious. Government big enough to supply everything you need is big enough to take everything you have ... The course of history shows that as a government grows, liberty decreases. The two enemies of the people are criminals and government, so let us tie the second down with the chains of the constitution so the second will not become the legalized version of the first." -- Thomas Jefferson

 

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by quoth the raven

Heading into the third quarter of 2024, I can't say the market has done exactly what I predicted it would at the beginning of the year. However, I will say that the risks I pointed out and the themes I thought would dominate the year have held true to form.