Quarterly Commentary

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  • Quarterly Commentary

2023 First Quarter Newsletter & Outlook

Please read here.

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2022 Year-End Newsletter & Outlook

MCS clients outperformed the dreadful stock and bond market results of 2022. Overall, client losses were minor with the potential to be easily recovered. For …

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2022 Third Quarter Newsletter & Outlook

Investors have been battered as market indexes retreated to levels last seen in 2020. As MCS client year-to-date performance demonstrates (below), clients have significantly outperformed …

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2022 Second Quarter Newsletter & Outlook

Investors took a beating in the first half of 2022 and are now hoping, dare I say praying, that the worst is over. This newsletter …

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2022 First Quarter Newsletter & Outlook

The two-year Pandemic Relief Party (in the form of $5 trillion in fiscal stimulus1 and a Fed easy money policy) drove a stock, bond, and digital …

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2021 Year-End Newsletter and Outlook

The Pandemic Investomania enabled many, but not all, risk takers to prosper in 2021. With some smallexceptions, I declined to risk your money in an …

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