NEWSLETTERS - 2017
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- January 2017
- February 2017
- March 2017
- Yep, China is Different...
- The Shale Revolution...Still Very Much Alive...
- Now What?...
- What to Make of Today's Market...
- April 2017
- We Are All Optimists on This Bus...
- The State of Your Wallet...
- Is There Free Money in Closed-End Funds?...
- It's a Different Ballgame Now...
- May 2017
- The Science of Football...and Also Investing?...
- Whistling Past the Grave Yard?...
- Update on the Korean Peninsula...
- What We Do When We Don't Know...
- June 2017
- The Robots Are Everywhere...
- Amazon at $1,000...What a Trip...
- Lessons from the Gates Foundation...
- The Madness of Mobs or The Wisdom of Crowds?...
- July 2017
- August 2017
- September 2017
- This Is What Makes Our Business So Interesting...And Also So Difficult...
- Only When The Tide Goes Out Do You Discover Who Is Swimming Naked...
- Could Technology Stocks Falter?...
- Reinventing the Wheel?...
- October 2017
- Playing the Long Game in China...
- Really? We are talking Constitutional Convention Here?...
- Radically Open-Minded, Radically Transparent...
- The Times They Are A Changin'...
- November 2017
- Life Is Understood Backwards...But Lived Forwards...
- So When Is The Next Big Drop Coming?...
- High School Kids Aren't What They Used To Be...
- When Success Leads To Failure...
- December 2017
- And This Year's Winner Is...
- Economics Is The Allocation of Scarce Resources...
- Things Are Better Than We Think...
- If Some Is Good, More Must Be Better...