Quarterly Update and Outlook
Second Quarter 2023
First Quarter 2023
Fourth Quarter 2022
Third Quarter 2022
Bi-Weekly Conference Call - 09-19-23
News
Sheila Bair: I Feel for the Regulators - December 14 2022
Blackstone BREIT Highlights Looming Dangers of Private Funds - December 12 2022
The Oldest Asset Class of All Still Dominates Modern Wealth - November 14 2021
Commodity Prices Have Soared, but Miners Arent Investing - May 25 2021
Pfizers Vaccine Is a Pick-Me-Up for Value Stocks - November 12 2020
Bernanke and Yellen: The Federal Reserve Must Reduce Long-Term Damage From Coronavirus-March 18 2020
Goodwill - Write-Offs Are an Earnings Killer. How to Spot Trouble Coming - April 18 2019
Value Investing Will Beat Growth Again - April 5 2019