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SoftLanding
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2023 Q4 | Dec 31, 2023 |
Peapack Private Matthew P.Remo
|
View | Valuation, SoftLanding | - | earnings growth, Equity Valuation, inflation, interest rates, Profit Margins |
| 2023 Q3 | Nov 8, 2023 |
1578 Partners, LP Marc Werres
|
View | Rates, SoftLanding, Normalization | AMZN | Earnings Normalization, Fundamental Investing, Long-Term Rates, Market Volatility, Soft Landing |