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A Dangerous Mindset
A Dangerous Mindset

In our mid-year letter to investors, we explained that weird stuff happens when rates fall below zero. The bottom line, while difficult to...

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August 30, 2016
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The Gold Bug
The Gold Bug

Early in the 20th century, the British economist John Maynard Keynes changed his position on monetary policy during the Great Depression famously stating,...

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August 12, 2015
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Bust A Move: Tap Dancing to Work

Success is getting what you want, happiness is wanting what you get. Warren Buffett has said that he won the ovarian lottery the day he...

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February 21, 2015
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Sweetness

I recently had the opportunity to spend some time with Don Yaeger. I'm embarrassed to say that before I did, I had no...

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October 20, 2014
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Badges, We Don’t Need No Stinkin’ Badges

Our recently published Annual Letter has received some good feedback from friends, some of whom noted that anything over fifteen pages should be...

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February 15, 2014
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What’s Happening Rerun
What's Happening Rerun

"To say that bonds are under pressure would be an understatement."  In a recent Insight titled, What’s Happening to Bonds and Why?, PIMCO's Mohamed El-Erian...

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September 18, 2013
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Too Much Optimism
Too Much Optimism

Earlier this week, we shared our investment outlook with investors, which is available here.  It was also picked up by Seeking Alpha, where we...

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March 1, 2013
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Still Bullish in 2009
Still Bullish in 2009

We entered 2009 where we left 2008 . . . still bullish.  In fact, in addition to the constructive stance outlined by The...

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February 8, 2013
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Wait For It
Wait For It

Last week, we provided some perspective on our calls during 2007 - in short, we recommended investors take a cautious approach to stocks. ...

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February 4, 2013
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Still Bearish in 2007
Still Bearish in 2007

Yesterday, we asked the question, “Are We Too Bearish?”  Today, we’ll explore The Broyhill Letter’s track record in 2007, which admittedly, would not...

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January 30, 2013
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About Broyhill
We are a boutique investment firm, established as a family office and guided by a disciplined value orientation. Located in the foothills of the Blue Ridge Mountains, we operate outside of the fray and invest with a rational, objective, long-term perspective.
The Broyhill Letter
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