Essentials

What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....

When I first started writing my views publicly in January 2011, the environment was absolutely ripe with opportunity....

There is no secret to it, really. We are in an absolute edgeless environment that deserves less of your attention than...

This is garbage. The start to 2015, I mean. I'm not talking from a personal performance standpoint either as I have...

During the trading day last Friday, I tweeted the following:  In a year that has been marked by taking pride in what...

Imagine for a second that the real estate market in the U.S. was as liquid as the stock market. That home prices for...