Articles Posted on Apr 5, 2025Apr 5, 2025 It’s Bad, and It’s Going to Be All Right As far as investments and what's going on today, I'm still sleeping just fine. I think you should, too. The roadmap laid out in previous letters has been followed. Stock levels are low, and what we have is outperforming overall. read more
Podcasts Posted on Nov 1, 2024Nov 1, 2024 Election Madness? Should We Worry? Kawika Shoji and Neil Rose discuss the potential market reactions to a Trump or Harris win on election day. Listen