Insights
WHAT TO EXPECT GOING INTO MID-YEAR FROM THE MARKETS
The last time I posted any kind of chart here was on October 30th, in a posting titled," An Unorthodox Long-Term...
PIH IS COOL AGAIN
Have been adding to our position in PIH since last week when it was announced that 1) the company would be making...
FEBRUARY CLIENT LETTER: A MAGNIFICENTLY PERILOUS ALTERATION IN THINKING
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....
JANUARY CLIENT LETTER: THE THING ABOUT CONSENSUS VALUE
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....
FOLLOWING UP ON THE “SCREAMING BUY” SIGNAL FROM OCTOBER 30th
When we left off on October 30th, I posted an interesting study that pointed to the markets being a screaming buy,...
THE BRILLIANTLY PERILOUS TIMES AHEAD
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....