B. Chase ChandlerMar 21, 2023Rates and CrisesConsensus has converged around a +25bp hike tomorrow (Wed. 3/22). This after conceding that no one knows how deep the banking carnage is...
B. Chase ChandlerNov 21, 20222022 Investor Letter II (Fall)A preview of our second investor letter for 2022. Click here to read the full letter. “In order to outperform, by definition, you have to...
B. Chase ChandlerJul 6, 2022Surviving the TempestAt a certain point in every market the focus shifts from (1st) making money to (2nd) not losing money to (3rd) simply surviving—making it...
B. Chase ChandlerJun 7, 20222022 Investor Letter I (Spring/Summer)Below is a preview of Canterbury's 2022 Investor Letter I. Read the full letter here. Key points: Most valuation metrics show robust,...