Quick Takes for the Curious2023-01-18T04:08:07+00:00


A monthly, wide ranging, and informal note based on discussions and readings.

Junk Stocks Funded by Junk Bonds

August 18, 2021|

An Honest Take on Difficult Circumstances When bond yields first went negative, I called a long-time confidante. I whispered into the phone, “Someone is paying someone to borrow their ...

Inflation Investing

May 19, 2021|

Geopolitics, Domestic Affairs and Investing in a Time of Uncertainty Introduction: A Break from Tradition This letter has an established tradition of bringing a highly specific and pointed approach to ...

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