April 2022 Newsletter: A tech wreck, bond rout and a sanguine housing market

History has a way of repeating itself. A study of the past is therefore foundational to the art and science of investing. It is also foundational to understanding the world as it is today; the forces that unite people and countries and the forces that wish to divide & conquer, reclaim lost glory and cling […]

January 2022 Newsletter: This Time is Different

My first letter of the year and I am feeling a sense of optimism that 2022 will truly be better than last year. In January of last year, I expressed the same sentiment and boy was that a case of wishful thinking. The pandemic doubled down, in terms of death toll and hospitalizations, surpassing the […]