Library
Quarterly Letters: Market Waypoints:

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


Wizards of Oz (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

 

MSOs & Physician's Insurance Profiles - Read


ETFs & QDI Taxation - Read


Four Essential Leaders of Fly Fishing - Read

 




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