Archived Letters
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We keep our clients informed on what's happening in the stock market, the economy (both domestic and global) and the political landscape-as they relate to investing in today's climate. We're making those same market commentaries available to you.
We're also making our library of past articles available to you, so you can see for yourself how well our Austrian-based, forward thinking, proactive management has served our clients.
Disclosures displayed ion the newsletters before June of 2021 reflect the requirements from a previous Broker-Dealer - please see how we currently provide services at the bottom of this page.
April 2023 The Name of the Game is Bailout
December 2022 The Other Shoe
September 2022 Grandma Ruby
July 2022 Calling All Cash (Again)
May 2022 Nowhere to Hide
April 2022 Dreaming of a Soft Landing
January 2022 Proceed With Extreme Caution
September 2021 Nowhere to Run
July 2021 Dot.com 2.0?
April 2021 Tulips and Tokens
January 2021 Pedal to the Metal
October 2020 Election 2020
July 2020 Lessons from Baghdad Bob
June 2020 The SECURE Act Killed the Stretch IRA
May 2020 Good Grandma, Bad Grandma
April 2020 Beating the Virus
March 2020 Calling All Cash!
March 2020 Coronavirus Fears Spark Selloff
December 2019 Preparing for the Correction, Part VII: Six Signs of Possible Peril
September 2019 Preparing for the Correction, Part VI: The Peril of Negative Interest Rates
June 2019 Preparing for the Correction, Part V: Fallen Angels
March 2019 Preparing for the Correction, Part IV
December 2018 The Time to Panic is Not Yet
October 2018 Autumnal Equinox
July 2018 May You Live in Interesting Times
February 2018 This is Not the Crash You're Looking For
November 2017 Preparing for the Correction, Part I
September 2017 Examining North Korea and the Markets
July 2017 When the Shorts Come Off
April, 2017 Welcome to 2006
February, 2017 The Long, Slow March
October, 2016 The Economy: Trump vs. Hillary
May, 2016 The Great Negative Rate Debate
February, 2016 Will China and Cheap Oil Crash the Market?
January, 2016 The Real Problem with Rising Interest Rates
June, 2015 Bursting of the Great Bond Bubble? (This is your wake-up call)
February, 2015 Lessons from the Road
July, 2014 Is It Too Late to Invest?
March, 2014 Meet the New Boss - Same as the Old Boss
November 2013 No Child Left a Dime
August 2013 Those Safe Bonds Aren't So Safe Anymore
April 2013 On Track for Dow 20,000?
December 2012 The 'Fiscal Cliff' is Just Another Y2K
July 2012 An Open Appeal to 'Occupy Wall Street'
May 2012 We Could be Headed for a Tsunami - A Growth Tsunami
February 2012 A Rocket Full of Rocket Fuel
October, 2011 Why We Are Bullish
July, 2011 PIIGS in Europe, Hogs in Washington
April, 2011 Charting the Course to $7 Gas
December, 2010 Don't Trust Bearded Bald Guys in Fancy Suits
October, 2010 Keynes Contra You
July, 2010 So Where's All the Inflation?
March, 2010 Price Controls are a Good Thing, Da?
January, 2010 Iran, Israel, China & the Fed
October, 2009 Return of the Bond, Exodus of the Insider
August, 2009 Hold onto your TARP - We Smell a Boom
May, 2009 'Buy and Hold' is Dead and Gone
April, 2009 Fret Not - the (Bond) Market Will Recover
January, 2009 Life After 2008 - What Happened?
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