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Quarterly Letter: First Quarter 2023

It has been an eventful first quarter of the year. Between the debacles of Silicon Valley Bank, Signature Bank and Credit Suisse, the feverishness of the financial system, the risk of persistent inflation, economic activity in China, as well as many other risks facing the economy, it is more important than ever to stay alert and keep a level head.

In our latest Q1 2023 Quarterly Letter, we discuss the events that have occurred and aim to provide perspective and reflection in the current economic environment.

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