TDM Growth Partners: Client Memo

TDM Growth Partners recently shared a client memo, outlining their thinking about the current market environment. TDM rarely share their view about markets, in fact they’ve only done this four times in their 16-year history. But given everything going on in the world, and with markets at record highs, they felt the need to share their thinking about “What do we have to believe from here?’. Read the memo on Medium here.