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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

Inflation Hedges - Q2 2021 Letter
Rebalancing Alpha - Q4 2020 Letter
Money Supply & Discount Rates - Q3 2020 Letter

A Brief History of SRI Investing - Q2 2019 Letter


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