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Category Archives: Quarterly Letters
1st Quarter 2012 Investor Newsletter
Our quarterly client newsletter is now available for download: 1st Quarter 2012 Investor Newsletter. This letter contains our view on global oil markets and how our client accounts are being managed with respect to oil and oil-related investments. If the … Read the rest of this entry
4th Quarter 2011 Investor Newsletter
Our quarterly client newsletter is now available for download: 4th Quarter 2011 Investor Newsletter. This letter contains a review of 2011 as well as our outlook for 2012 and the risks and opportunities in financial markets today. If the link … Read the rest of this entry
3rd Quarter 2011 Investor Newsletter
Our quarterly client newsletter is now available for download: 3rd Quarter 2011 Investor Newsletter. This quarter we discuss recent market events, the trade off between stocks, bonds, and cash, and our renewed interest in making new equity investments within client … Read the rest of this entry
2nd Quarter 2011 Investor Newsletter
Our quarterly client newsletter is now available for download: 2nd Quarter 2011 Investor Newsletter. This quarter we discuss the deficit and debt problems facing most developed economies and the investment implications for our client accounts. If the link to the … Read the rest of this entry
1st Quarter 2011 Investor Newsletter
Our quarterly client newsletter is now available for download: 1st Quarter 2011 Investor Newsletter. The letter contains additional information from our recent writings about nuclear power and natural gas, as well as information about recent investments that we have made … Read the rest of this entry