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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...

Beyond the Great Wall -- December 2019

Welcome to our inaugural newsletter. My goal in writing these letters is to exchange investment insight with an engaged reader base. In...

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