Library
Quarterly Letters: Market Waypoints:

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 Notes

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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