2018 Q1 Commentary: An Open Letter to the Financial News Media
2017 Q4 Commentary: Is China an Economic Accident Waiting to Happen?
2017 Q3 Commentary: War and Investment Portfolios
2017 Q2 Commentary: Time and Compounding
2017 Q1 Commentary: We Live in a Truly Amazing Time
January 2017 Note: Bonds and Rising Interest Rates
2016 Q4 Commentary, Part A: Election 2016
2016 Q4 Commentary, Part B: Thoughts on the Economy and Markets
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