Quarterly Commentary

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2021 Third Quarter Newsletter & Outlook

Camp Transitory vs. Camp Persistent vs. Camp “Surely, you can’t be that sure” The debate about inflation and its implications for investors has been heating …

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2021 Second Quarter Newsletter and Outlook

The Shortest Recession on record received the Most Stimulus on record, the result of a dire situation and reflexive response. The consequences of unleashing a …

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2021 First Quarter Newsletter and Outlook

Looking back at the first quarter of 2021, and at the economy of the last year, it feels as if the word “unprecedented” has lost …

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2020 Year-End Newsletter and Outlook

2020 proved to be a year of challenge. In the space of twelve months, we experienced an impeachment trial, a global pandemic, a deep recession …

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2020 Third Quarter Report & Outlook

My comments are focused on the next three months. I’ve provided links to articles that expand on my views. There is a lot of near-term …

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2020 Second Quarter Report & Outlook

The investment strategy I am currently pursuing on your behalf is based on two questions: What is the probable financial outcome given both America’s and …

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