And thanks to all of the folks who made it happen.
Quick intros to Devesh, msf and The Shadow in the publisher's letter, plus bits of ARKK Snark and perspective on January.
Snowball profiles Intrepid Income and updates the bang-for-the-buck capture ratio essay from February 2020
Devesh begins what promises to be a long conversation on managing inflation risk and msf takes on risk ... uhh, risk. Charles's look at funds that didn't draw down last year (remarkably few) and did have a positive return; David Sherman's name keeps coming up.
The Shadow casts his eye on industry developments and Lynn Bolin echoes the "don't let volatility scatter your wits" theme in his piece of analysis paralysis and portfolios.
Some old features are - manager changes, funds in reg, launch alerts - are either on hiatus or wrapped into other features. If you'd like to change that or revive them, you're more than welcome to join the crew!
Cheer the guys on, poke them as appropriate, and join the conversation if you can.
Thanks to all. I particularly enjoyed reading Devesh's articles. Topnotch.