May 10, 2024
April 2024 – Quarterly Letter
May 10, 2024 From the last quarterly letter: The most pressing question for the market…
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January 31, 2024
January 2024 – Quarterly Letter
January 31, 2024 The most pressing question for the market this year is whether the…
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November 6, 2023
October 2023 – Quarterly Letter
November 6th, 2023 After peaking on July 31st, the stock market has pulled back in…
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August 8, 2023
July 2023 – Quarterly Letter
August 9, 2023 The stock market just completed its best performance through July in 26…
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May 5, 2023
April 2023 – Quarterly Letter
May 11, 2023 Investors have experienced a challenging few months despite the low level of…
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January 31, 2023
January 2023 – Quarterly Letter
January 31, 2023 It seems that we’ve passed an inflection point. Interest rates have peaked…
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November 1, 2022
October 2022 – Quarterly Letter
October 28, 2022 The term “bear market” is commonly used once prices decline 20% from…
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August 1, 2022
July 2022 – Quarterly Letter
July 28, 2022 There was no place to hide during the second quarter of this…
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May 2, 2022
April 2022 – Quarterly Letter
May 2nd, 2022 After three straight years of double digit returns for stocks, the S&P…
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February 1, 2022
January 2022 – Quarterly Letter
February 4th, 2022 The Omicron variant popped up in South Africa in late November. Just…
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