April 28, 2025
April 2025 – Quarterly Letter
April 22nd, 2025 What a difference 100 days makes. At 63 trading days since Inauguration…
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February 2, 2025
January 2025 – Quarterly Letter
February 3rd, 2025 Review of 2024 and Outlook for 2025 Previous Prediction: The S&P…
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November 14, 2024
October 2024 – Quarterly Letter
November 1st, 2024 This Year is One for the Record Books The S&P 500…
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August 2, 2024
July 2024 – Quarterly Letter
August 8th, 2024 Last quarter, we wondered if the current level of interest rates was…
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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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