Inflation Destroyed the Political Establishment
Click here to view the pdf version “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced...
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Investment Outlook
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Oct 285 min read
2024 Third Quarter Investment Report
Click here to view the pdf version The Everything Rally There was a lot for investors to like in the third quarter as most asset classes...
Sep 199 min read
Who Can We Trust?
Click here to view the pdf version “Indeed, it has been said that democracy is the worst form of Government except for all those other...
Aug 208 min read
Thinking of Retiring Overseas? 8 Things to Do Before You Pack Your Bags
Click here to view the pdf version “Often when you are at the end of something, you’re at the beginning of something else.” – Fred Rogers...
Jul 264 min read
2024 Second Quarter Investment Report
Click here to view the pdf version AI Frenzy Powered Stocks Higher The excitement surrounding artificial intelligence showed no signs...
Jun 105 min read
The Value of Investment Advice
Click here to view the pdf version “It takes a great man to give sound advice tactfully, but a greater to accept it graciously.” - Logan...
May 176 min read
Keeping It Simple
Click here to view the pdf version “Make everything as simple as possible but not simpler.” – Albert Einstein Many professionals naively...
Apr 264 min read
2024 First Quarter Investment Report
Global stock markets kicked off 2024 on a high note, delivering solid returns across major indexes.
Mar 207 min read
What Portfolio Distribution Rate is Right for You?
Click here to view the pdf version “Often when you think you’re at the end of something, you’re at the beginning of something else.” –...
Feb 167 min read
Home Is Where The Heart Is
Click here to view the pdf version “A house is made of bricks and beams. A home is made of hopes and dreams.” – Unknown My wife and I...
Jan 213 min read
Fourth Quarter Investment Report – The Surprising Rally
Click here to view the pdf version Almost no one, myself included thought 2023 would be a strong year for financial markets. The Federal...
Dec 18, 20236 min read
What the Stock Market Taught Us This Year
Click here to view the pdf version “The world is full of foolish gamblers and they will not do as well as the patient investors.” –...
Nov 15, 20237 min read
It’s Not How Much You Make, But How Much You Keep
Click here to view the pdf version "What is the difference between a taxidermist and a tax collector? The taxidermist takes only your...
Oct 23, 20234 min read
Third Quarter Investment Report – Higher Bond Yields Halt Stock Market Rally
Click here to view the pdf version An increase in bond yields over the final weeks of the third quarter interrupted the stock market...
Sep 14, 20239 min read
Intelligent vs. Smart
Click here to view the pdf version “In theory, there is no difference between theory and practice. In practice, there is.” – Albert...
Aug 15, 20234 min read
Keeping Up with the Joneses
Click here to view the pdf version Make yourselves sheep and the wolves will eat you.” - Benjamin Franklin I wrote the below newsletter...
Jul 21, 20233 min read
Second Quarter Investment Report – Equity Market Performance Led by Technology Shares
Click here to view the pdf version Equity markets continued to rally throughout the second quarter led by the technology sector, as...
Jun 20, 20237 min read
The Good Fortune of Being Born in the Right Place at the Right Time
Click here to view the pdf version “I received a letter just before I left office from a man. I don’t know why he chose to write it, but...
May 16, 20237 min read
Best Story Wins
Click here to view the pdf version “In order to win a man to your cause, you must first reach his heart, the great high road to his...
Apr 17, 20236 min read
The Seven Virtues of Great Investors
Click here to view the pdf version “We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas...
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