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Q2 2025 Letter - Big Changes
U.S. stock markets posted strong returns for the second quarter, hitting new all-time highs as investors brushed off tariff related news....
Daniel Fas
Aug 125 min read
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Q1 2025 Letter - Turbulent Times
U.S. stock markets experienced a challenging first quarter in 2025, with major indices like the S&P 500 and Nasdaq posting negative...
Daniel Fas
May 123 min read
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2024 Annual Letter
2024 Annual Letter
Daniel Fas
Jan 228 min read
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