Corruption: Investment Factor? - Q4 2024 Letter
Model, Meet Reality - Q3 2024 Letter
A Quantum Path- Q2 2024 Letter
News & Updates- Q1 2024 Letter
Alternative to Alternatives- Q4 2023 Letter
The Wardrobe Analogy - Q3 2023 Letter
US Dollar Affects Investments - Q2 2023 Letter
Cryptocurrency Distress - Q1 2023 Letter
Asset Class Responses - Q4 2022 Letter
Understanding Equity Duration - Q3 2022 Letter
Gold Mining Sector - Q2 2022 Letter
Proxies & Class Actions - Q1 2022 Letter
How to Value Gold - Q4 2021 Letter
The Green Book - Q3 2021 Letter
Inflation Hedges - Q2 2021 Letter
Wave Environments - Q1 2021 Letter
Rebalancing Alpha - Q4 2020 Letter
Money Supply & Discount Rates - Q3 2020 Letter
Reminiscences - Lefèvre - Q2 2020 Letter
The Exceptional Decade - Q1 2020 Letter
Counter-Cyclical Businesses - Q4 2019 Letter
Taxation in Retirement - Q3 2019 Letter
A Brief History of SRI Investing - Q2 2019 Letter
Opportunity Zones - Q1 2019 Letter
Trillion Dollar Question - Q4 2018 Letter
Currency Impacts - Q3 2018 Letter
The Bond Landscape - Q2 2018 Letter
Real News - Q1 2018 Letter
Party Like It's 1999!? - Q4 2017 Letter
Philanthropy - Q3 2017 Letter
Special Theory - Q2 2017 Letter
New Realities - Q1 2017 Letter
Worse Than Marxism? - Q4 2016 Letter
Crossed Lines- Q2 2016 Letter
Understanding the Yield Curve - Q1 2016 Letter
24 Months in the Desert - Q4 2015 Letter
The Pot & Zé Kettle - Q3 2015 Letter
Investor Psychology - Q2 2015 Letter
Mach Numbers - Q1 2015 Letter
Pheonician Model - Q4 2014 Letter
Coffee & Inflation - Q3 2014 Letter
Age Discrimination - Q2 2014 Letter
DuPont Analysis - Q1 2014 Letter
Lemonade Stand Logic - Q4 2013 Letter
Lessons from Kyuzo Murata - Q3 2013 Letter
Symptoms vs. Causes - Q2 2013 Letter
Peaceful Cliffside - Q1 2013 Letter
Craft & Fertilizer - Q4 2012 Letter
Active Risk Management - Q3 2012 Letter
Zhōngguó – China - Q2 2012 Letter