WebIn our latest quarterly letter we highlight the wisdom of the billionaire optometrist, review the hallmarks of cycle peaks, and discuss the collective amnesia ... Partner at St. James Investment Company 1w Report this post Report ... WebApr 30, 2024 · The first quarter of 2024 was a rather positive one for domestic equity markets, which extended their rally after a very strong close to 2024. The persistence of …
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Letter to Limited Partners First Quarter 2024
WebOct 18, 2024 · Bill Miller 3Q 2024 Market Letter. In a few weeks, it will be 40 years since I entered the investment business. Every one of those years has involved me spending … WebOct 5, 2016 · In the never-ending quest for differentiation, one of the best ways investment managers can demonstrate their uniqueness is in the quarterly client letter. It is a timely issue, as this is one of ... WebCrescat Capital July 11, 2024 Quarterly Letter. July 11, 2024. Dear Investors: US Stock Market at Risk of P/E Deflation The US stock market is 51% overvalued and at risk of a 34% decline. The catalyst is inflation which has arrived in spades and is likely to stay for a while. doja cat instagram stories