Semi-annually our team produces a client letter highlighting current market trends, investment ideas and other information that we think our clients will find valuable. We invite you to explore the archive of our recent client letters below and reach out to us if there are issues you would like to discuss. We would love to hear from you.
January 10, 2020
As you know, we have been fussing about valuations on stocks for the past two years. To no avail. Think here: stopped clock. Credibility comes in handy in our business. We went so far in our letter a year ago to title one of the sections "Bear Market 101" which went on to discuss the leading indicators and the nature of down markets...Read more.
July 2019 - They call it Fed Speak.
January 2019 - Exit, pursued by bear...
July 2018 - It's quiet. Too quiet
January 2018 - Nothing succeeds Like excess July 2017 - What, me worry? January 2017 - Come gather ’round people wherever you roam... July 2016 – There must be some kind of way out of here ... January 2016 – Double, double toil and trouble, fire burn, and cauldron bubble… August 2015 – Everyone has a plan until they get punched in the face. July 2015 – I’m as mad as Hell and I’m not going to take this anymore! February 2015 – Too much of a good thing is wonderful! July 2014 – You don't know who is swimming naked until the tide goes out.
If any of these topics spurs a question or investment idea you would like to discuss, please feel free to contact us anytime. We would value the opportunity to speak with you.