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*This is my monthly letter to investors summarizing the month. The full PDF version of the summary, including managed...

   

During the trading day Friday, I tweeted the following:           Defense in the markets is a an exercise in...

The recent market action has put some salt in my game. Not because I am some hardcore bull that can't see outside of...

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Here is something to take solace in as an investor who enjoys hidden asset, murky, under the rug type investments that...