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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q3
Oct 27, 2025
Horizon Kinetics
Murray Stahl
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Inflation
,
Natural Gas
,
Scarcity
ALS CN
,
EME
,
LB
,
MSB
,
SJT
,
TRC
,
WBI
gold, inflation, Natural Gas, Scarcity, water