Market Insights Archive
Q4 2025 Market Insights Letter
What Matters More to Investment Results, Market Cap or Style?
Q3 2025 Market Insights Letter
End of an Era?
Q2 2025 Market Insights Letter
Disruptive Change
Q1 2025 Market Insights Letter
State of the Union
Q4 2024 Market Insights
Priced to Perfection
Q3 2024 Market Insights Letter
Liar's Poker
Q2 2024 Market Insights
America's New Favorite Pastime
