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Our Newsletters

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August 2021 Newsletter: The "Free Gold" Rush

In the August 2021 edition of the newsletter, I: 1. Discuss the increasingly frothy state of venture capital 2. Outline a case against...

March 2021: Here Comes The Sun

This newsletter contains our annual review of the crazy year that was 2020. In this edition, I: 1. Review the performance of my own...

January 2021: Submerging Markets

In this newsletter, we discuss why emerging market stocks, despite trading at lower valuation multiples than stocks in developed markets,...

The High Cost of Low Rates - August 2020

In our latest newsletter, we discuss the hidden cost of ever-lower interest rates by examining changes in the US housing market over 30...

Infected -- March 2020

In our second newsletter, we offer an update on the markets in the wake of the arrival of COVID-19. We discuss adding selectively to...

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