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Q3 2025 Portfolio Commentary
A Long/Short Longboat Update
Oct 6
•
Taylor Herzog, CFA, CAIA
September 2025
From Gold to Code
A first-principles look at the history of money and why Bitcoin is a possible ally for proponents of sound money.
Sep 29
•
Taylor Herzog, CFA, CAIA
Your Tax Loss Harvesting is Broken
Here's How to Fix It.
Sep 21
•
Taylor Herzog, CFA, CAIA
Economy Slows, Stocks Soar
A Market Paradox Explained
Sep 11
•
Taylor Herzog, CFA, CAIA
July 2025
What is Money?
Let us explore its nature, purpose, and properties.
Jul 7
•
Taylor Herzog, CFA, CAIA
March 2025
Japan
Why Now?
Mar 17
•
Taylor Herzog, CFA, CAIA
Global Armaments
Why Now?
Mar 13
•
Taylor Herzog, CFA, CAIA
July 2024
How We Sail Managed Portfolios
Consider Why The Second Mouse Gets the Cheese
Jul 17, 2024
•
Taylor Herzog, CFA, CAIA
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