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Quarterly Letters

All TopicsMacroeconomics
March 2020 | Quarterly Letter

March 2020 | Quarterly Letter

It is difficult to overstate the travail that the United States was forced to endure in the first quarter of the year

March 31, 2020 6 min read
December 2019 | Quarterly Letter

December 2019 | Quarterly Letter

2019 provided investors with financial market conditions that few could have imagined.

December 31, 2019 6 min read

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