Topic: How To Invest

What is Pat’s commentary for the week of January 28, 2025

Article Excerpt

Here’s Part One of the most-recent letter I sent to our Portfolio Management clients in November 2024: “Note: The views of Robert Francis Kennedy Jr. (better known as RFK Jr.) make up a large part of references in this letter to the quality of the food, health and medical industries in the U.S. Mr. Kennedy is an expert in these areas. I’m an enthusiastic amateur who reads a lot on these subjects, and I’ve found no reason to question the views you’ll find here. Most experts I’ve read or talked to seem to agree with him. Mr. Kennedy’s views are excerpted from a speech he gave when he left the Democratic party and launched his independent bid for the 2024 Presidential nomination. In recent Inner Circle reports and Quarterly Client Letters, we’ve noted that a number of changes, good and bad, have been taking place in the world, particularly in U.S. law and politics. In our last Quarterly Client Letter, I wrote about…