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Quarterly Point of View
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Quarterly Point of View
Quarterly Point of View
Quarterly Point of View
Quarterly Point of View
Black Swans & Buffett Lessons - April 2020
Remarkable Decade - January 2020
Don't Reach - October 2019
Tolerance Over Avoidance - July 2019
Third Mandate? A Less Conspicuous Fed - April 2019
Invest Like an Owner - January 2019
Disciplined, Not Dogmatic - October 2018
Trump, Smoot and Hawley - July 2018
Tariffs & Trade - April 2018
Coming Home - January 2018
Finance of ‘The Shallows’ - October 2017
'Passive' - July 2017
Pendulum Plotting - April 2017
The Unexpected, as Expected - January 2017
Comfortable Crossing the Line - October 2016
Brits Boogie - July 2016
Dovish Double Down - April 2016
FANG Fad - January 2016
Voting and Weighing - October 2015
Undermined Incentive for Responsibility - July 2015
Intelligent Investor - April 2015
Mispricing Risk - January 2015
Impolitic Fed - October 2014
Tomfoolerly - July 2014
The Point Is? - April 2014
Windshield, Not Rear View Mirror - January 2014
What Have We Learned? - October 2013
Diversify the Dividend Stream - July 2013
Navigating the W - April 2013
Debt & a Dividend Tipping Point? - January 2013
Skinny Dipping at Low Tide - October 2012
The Tax Issue - July 2012
A Bird in the Hand is Worth Two in the Bush - April 2012
Bridging Rough Water - January 2012
Motion Sickness - October 2011
Earnings Only a Means to an End - July 2011
Austerity, Inflate, Devalue? - April 2011
Show Us The Money - January 2011
Uniquely Opportune Time - October 2010
10 Years - July 2020
History Rhymes, #1999 - October 2020
Play Your Own Game - January 2021
Inflation & Duration - April 2021
What's Risk? - July 2021
First, Do No Harm - January 2022
25 Years - October 2021
Paradigm Shift? - July 2022
Unfortunate Reality - April 2022
Inflation & Valuation - October 2022
Home To Roost - January 2023
Coming Home II - April 2023
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