We believe in transparency and accountability with respect to the ideas and the thought process behind our asset allocation
As I said in my introductory newsletter issue (before switching to a blog format), traveling and spending time with the family is an integral part of this unemployment spell. This implies spending a few weeks in Argentina, which makes it difficult to avoid the local papers. I hope to return to non-Argentine issues in my next posting. read more
In November 2008 we sent a Newsletter that then morphed into our Blog of Baffin Views. Though that first newsletter was written during the financial crisis, it contained some of the main views we have had about the post-crisis world. That newsletter had a few different articles. The first one was about the policy noise read more
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