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April 13, 2026
Predictions, Meet Reality    Yogi Berra had it right. Predictions are hard. They get even harder when headlines are moving markets by the hour.    We just wrapped up our 2Q26 outlook. The timing wasn’t ideal. Markets were reacting in real time to news around a possible ceasefire in Iran. That kind of backdrop doesn’t make forecasting easier. It just reminds you how...
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