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Out Of The Box

Investment Committee Update - 2021 Q1

Light at the End of the Tunnel

Car rides traveling through long tunnels really fascinated me. On bright sunny days, the car would get instantly dark upon entering the tunnel. It takes a while for the eyes to adjust to the darkness of the tunnel creating the eerie feeling that comes from being in a tube without seeing an exit on the other side. We started 2020 like a nice joy ride. We were enjoying bright sunny days with the strongest economy on record when, suddenly, we were thrown into a dark tunnel with twists and turns marked by gripping drama and harrowing dread of recession. The seemingly never-ending chaos over the summer and political upheavals of the fall only added to the drama. Even though 2020 is behind us, we are still in the dark tunnel, but we believe we are starting to see a light at the end of the tunnel.