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Market Commentary
Monetary Tightening 101 – Q1 2023
March 31, 2023
Market Commentary
Great Disruption Ripple Effects – Q4 2022
December 31, 2022
Market Commentary
Locking in Profits – Q3 2022
September 30, 2022
Market Commentary
The 2022 Bear Market: Volatility and True Loss – Q2 2022
June 30, 2022
Market Commentary
A Russian Tragedy – Q1 2022
March 31, 2022
Market Commentary
Pruning Risk, Creating Value – Q4 2021
December 31, 2021
Market Commentary
Whipsaw – Q3 2021
September 30, 2021
Market Commentary
Inflation, Markets and Returns – Q2 2021
June 30, 2021
Market Commentary
A Few Reflections on Risk – Q1 2021
March 31, 2021
Market Commentary
A Triumph of Science – Q4 2020
December 31, 2020
Market Commentary
A Value Depression Opportunity – Q3 2020
September 30, 2020
Market Commentary
The Bubble in the Crash – Q2 2020
June 30, 2020
Market Commentary
Historic Times – Q1 2020
March 31, 2020
Market Commentary
A Decade of Destabilizing Stability – Q4 2019
December 31, 2019
Market Commentary
True Value – Q3 2019
September 30, 2019
Market Commentary
We’ve Seen this Movie Before – Q2 2019
June 30, 2019
Market Commentary
A Historic Divergence – Q1 2019
March 31, 2019
Market Commentary
Profit Signals, Market Noise – Q4 2018
December 31, 2018
Market Commentary
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Monetary Tightening 101 – Q1 2023