by Scott Duncan | Apr 28, 2022 | Market Insights
April 28, 2022 Dear Partners, The unraveling we’ve been anticipating is in full swing. The first quarter proved challenging; if you’re just looking at a chart of the S&P 500, you would never know we’re in a bear market, but if you look at the average hedge fund or... 
by Scott Duncan | Mar 15, 2022 | Market Insights
Anti-Fragile Investing, One Antidote to Inflation March 9, 2022 Dear Partners, Just a month ago we were reminiscing over how stretched were markets in 2021. The top four US tech stocks were worth four times the entire German stock market. Tesla was more valuable than...