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amartin@7twelveadvisors.com's avatar

Beautiful. This works on every level.

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Phil Bak's avatar

Thanks Andy

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Dustin Hammit's avatar

Bravo. Real versus paper has been on my mind a lot lately too. Money has become the end instead of a means to an end. Financial bubbles and blowups are the result. Underinvestment in the real is the result. But I think we might be coming back to earth. I hope we are. But I am also preparing to be disappointed.

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Chris B's avatar

Anthony Deden is one of the unknown GOATs in investment management. Why? Simple, because he is principled. The closer investors move towards fundamental principles as opposed to chasing financialization fomo, the better off they will be. Great article.

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