NEWSLETTERS

 
 
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NEWSLETTERS

QUARTERLY NEWS

 

Our newsletters are published online on a quarterly basis. In them, we discuss the results of the prior quarter, share our perspective on the state of the financial markets and our thoughts on investing.


AUTUMN 2023

6 OCTOBER 2023

“Acceptance doesn’t mean resignation: it means understanding that something is what it is and that there’s got to be a way through it.” —Michael J. Fox

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SUMMER 2023

11 JULY 2023

“The more I learn, the more I realize how much I don’t know.” — Albert Einstein

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Spring 2023

6 april 2023

“Market volatility is like a pendulum that swings between fear and greed, and it’s up to investors to maintain their balance.” — Sir John Templeton

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WINTER 2022

11 JANUARY 2023

“To reach a port we must sail, sometimes with the wind, and sometimes against it. But we must not drift or lie at the anchor.” — Oliver Wendell Holmes Sr.

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AUTUMN 2022

6 OCTOBER 2022

“Chaos is inherent in all compounded things. Strive on with diligence.” — Buddha

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Summer 2022

5 july 2022

“The stock market is a giant distraction from the business of investing.” — John C. Bogle.

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SPRING 2022

8 aPRIL 2022

“The greater danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low and achieving our mark” — Michelangelo.

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WINTER 2021

10 JANUARY 2022

“Every new beginning comes from some other beginning’s end.” — Seneca.

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AUTUMN 2021

7 OCTOBER 2021

“What’s in a name? That which we call a rose by any other name would smell as sweet.” — William Shakespeare.

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SUMMER 2021

2 JULY 2021

“There is nothing permanent except change.” — Heraclitus of Ephesus.

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SPRING 2021

9 April 2021

FOMO, the fear of missing out.

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WINTER 2020

6 JANUARY 2021

“Life can only be understood backwards, but it must be lived forwards.” — Søren Kierkegaard

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AUTUMN 2020

6 OCTOBER 2020

May you live in interesting times.

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SUMMER 2020

8 JULY 2020

The world is not average.

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SPRING 2020

3 APRIL 2020

A light at the end of the tunnel.

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WINTER 2019

10 JANUARY 2020

“I’ve had a lot of worries in my life, most of which never happened.” — Mark Twain

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AUTUMN 2019

4 OCTOBER 2019

Poetry in investing.

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SUMMER 2019

10 JULY 2019

What weighs more — a pound of feathers or a pound of lead?

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SPRING 2019

9 APRIL 2019

Well, what a difference three months makes.

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