NOTES

April 27, 2018

I hope this note finds you doing well and enjoying the emergent Spring.

Beginning in mid February the return of reality has been inflicting pain on investors - both their portfolios and their expectations.

For several years we wrote continuously on the...

April 20, 2018

We have been writing for several weeks about understanding risk.  My favorite metaphor is to salt.  Easy to get in, hard to get out.  

Regardless of the "reasons" for stock market declines in excess of -2% + ; the real reason has to do...

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