It's that time again!  This month's rant is dedicated to the memory of George Santayana, who said:  "Those who do not remember the past are condemned to repeat it."

We also begin a discussion of  Chris Cole's "Dragon Portfolio." 

Links:

"Hawk And Serpent" Paper from Artemis Capital:  https://artemiscm.docsend.com/view/taygkbn

Interview of Chris Cole About the Dragon Portfolio:  https://youtu.be/SkfgEZtJ9LA

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