August 19, 2016

I hope this notes finds you doing well.

Interest rates remain at all time lows, or negative in the case of Europe/Japan, and the economic cycle is getting long in the tooth.

Our recent thoughts:

In a world with excessively high valu...

August 12, 2016

I hope this note finds you doing well and enjoying the waning days of Summer 2016.

Finding quiet time is incredibly difficult in the digital age. We all need time to develop our thoughts, process past-future behaviors/reactions, and have the peace of...

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