Memos

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Sectors operate in cycles

Letter # 70 | 11 January 2022 | We present two stories to convey how we often fall for Resulting; i.e., just because the ‘results’

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AMCs and Skin in the Game

Letter # 67, 21th December 2021 Boris Johnson throws Christmas parties amidst Covid lockdown and US senators trade on insider info without ramifications. Different rules

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