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Newsletter — February 2022

Devin / March 4, 2022

Our monthly newsletter:

A Double Whammy: Inflation & Invasion — 2/16/22

Devin / March 4, 2022

Our latest worth sharing on the risks of inflation and Russian invasion

Newsletter — January 2022

Devin / March 4, 2022

Our monthly newsletter

Moving from Growth to Value? — 1/23/22

Devin / January 23, 2022

Our latest worth sharing on the Value Factor:

Inflation! Now what? — 1/16/22

Devin / January 16, 2022

Our latest worth sharing on inflation:

Inflation: Transitory or Persistent? — 12/20/21

Devin / December 20, 2021

Our latest worth sharing on inflation:

Newsletter — November 2021

Devin / December 6, 2021

Our monthly newsletter:

Newsletter — October 2021

Devin / November 2, 2021

Our monthly newsletter:

Newsletter — September 2021

Devin / October 3, 2021

Our monthly newsletter:

China — 9/26/21

Devin / September 27, 2021

Our latest worth sharing on China