But even more important than what securities we buy, is the decision we ultimately make to sell these investments. For the most part, this correctly describes the enterprise that we've made our life's work here at Left Brain. Many of us think of investing as picking the right stocks (and other securities) and riding them out over the long term. As investors, we don't have control over the outcomes of our decisions, but we must make the best choices, given the limited information that we have at our disposal.

Over the past few months, we have been communicating our view that investors should approach all financial markets with a sense of caution and a defensive strategy.

And we know we aren't the only ones running out of patience for these narratives of interest rates, inflation, the Federal Reserve, and financial turmoil around the globe. We certainly tire of filling this space each week with discussion of how weak financial markets are. It's time to look at all our positions with fresh eyes and determine whether they need to be soldīrian Dress, CFA - Director of Research, Investment Advisor

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