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“The key to successful investing is having everyone agree with you — LATER.” -Jim Grant

For the past couple of decades now I have spent a good portion of each day reading a wide variety of publications and sources in an effort to first understand what is the consensus view toward any given asset class or security and how it may be evolving. I believe this is really the key to finding investment opportunities that everyone will agree with later. This weekly email newsletter represents just a few highlights of everything I come across each week in this process.

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