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Our Research Notes
January 2024
Chat GPT, Weight Loss, Spy Balloons and Broke Banks
February 2023
WIT Part 2: The Return to the Old Normal
January 2022
The Fasten Seatbelt Sign Is On
January 2021
Time Traveling Back to The Future
January 2020
Fake News, Fake Meat, Real Returns
April 2019
Experts Only
December 2018
Patience and Balance
January 2018
A Year of Metamorphosis
June 2017
Part III: The Investment Edge
May 2017
Part II: Illusory Superiority
May 2017
Part I: Investment Returns Matter
January 2017
2016 Year In Review & 2017 Investment Outlook
December 2016
Times, They are a Changing
September 2016
The Present and Future of Investing Part Ⅱ
August 2016
The Present and Future of Investing Part Ⅰ
October 2015
Special Opportunity
September 2015
Rainmakers
July 2015
Curb Your Mind
May 2015
Faster Horses
April 2015
Desire Lines
March 2015
Code Rage