Revisit “What Causes Inflation”

We have made a note on inflation five years ago. We think it is time to update the data and charts and check how they look like. For the recent inflation debate, we use the data reported by Bureau of Labor Statistics and share our impressions. First, on the latest CPI...

Performance Update June 2021

Performance Update We have updated the portfolio performance and portfolio strategy information as of Q2 2021 on this page in this site. Our goal is to achieve persistent and strong returns on thorough research on fundamental ideas, and we think our goal has been...
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