Question Everything You See In The Markets Presently The chorus of individuals who are in a state of speculative induced euphoria is growing louder. It is a chorus as loud...
Concrete Below You know the market has become a get what you want, free for fall when even the "me too" names are stuffing the...
May Client Letter: Sunshine & Rain; Are Millennials The New Phase 4 Investor? What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....
Putting Everything In Context With 6 Charts The US Dollar has now given up nearly the entirety of its post-election gains. An economic divergence suggesting that...
APRIL CLIENT LETTER: TAXES; EMOTIONAL SPIN CYCLE; WARREN, TED & TODD What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....
THE VALUE INVESTOR’S DILEMMA I don't talk about our positions anymore. Well, scratch that. I do talk about our positions, but only in my monthly...