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SO THIS IS NOT THE BEGINNING OF A BEAR MARKET

With that said, the astute investor will be looking for points to put...

JULY CLIENT LETTER: BLURRED LINES, THE ART OF SAYING NO, THE MACRO

What follows is a section from the “Thoughts & Analysis” portion of...

PORTFOLIO UPDATE: BACK IN IWSY

Earlier today I announced a re-initiation of our position in IWSY on...