Sunjin KimSep 12, 20201 minMarch 2019 Quarterly LetterGiven an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing...
Sunjin KimSep 12, 20201 minDecember 2018 Quarterly Letter2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
brian4567Mar 30, 20190 minThis quarter we discuss this our concerns about rising government debt and the validity of "MMT"