Outlook Quarterly Letter

At Blackthorn Asset, we continually monitor our clients’ portfolios and tactically adjust our allocations based on changes in the Macro Economic outlook, changes that are company specific or changes in our client’s financial situation. Every quarter we send our latest missive on the Macro Investing Outlook to all of our clients in order to communicate our thoughts on how current events and economic outlook are impacting our asset allocations.

Please note the information provided is general and educational in nature and does not constitute any form of advice.

Blackthorn Quarterly Letter June 2023

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