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Q2 2022 Quarterly Letter

How Biases Shape Market Movements  — and Create Opportunities “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.”              Daniel Kahneman “Thinking, Fast and…

2021: Finding the Right Balance

2021: Finding The Right Balance

Dark chocolate with sea salt is a decadent treat.  Before trying it, I skeptically asked, ‘Why would you ruin a delicious piece of chocolate with salt?’  I soon learned that the balance between the extremes…

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