Commentaries
- Q4 2023 Commentary – 2/1/2024
- 2023 Year-End Letter – 1/29/2024
- Q3 2023 Commentary – 10/24/2023
- Q2 2023 Commentary – 7/19/2023
- Q1 2023 Commentary – 5/1/2023
- Year-end 2022 Commentary – 1/30/2023
- Goodbye Two Thousand and Twenty-Two – Revisited – 1/10/2023
- "Is This Twenty-Six or Twenty-Nine?" – Revisited – 10/11/2022