This newsletter is coming out at a very important time for the market. We’ve got the election upcoming and with that there are very important consequences. Furthermore, the fundamentals underlying the market are at very key levels too. All of this is discussed in this edition of our newsletter.
See full report: Q3 2024 Client Newsletter
Through the 2nd quarter, the market of 2024 has been on a Bull Run. As we approach the election, the pace of this Run could slow substantially. In this quarter’s newsletter, we discuss many things. However, the most important thing we talk about might just be our discussion of typical investor behaviors at market tops and how to avoid the damage caused by them.
See full report: Q2 2024 Client Newsletter
The 1st quarter of 2024 certainly didn’t follow historic trends and we think the market’s non-compliance with normal historical patterns will continue. We discuss these historical norms, A.I., and crypto in this edition of our quarterly client newsletter.
See full report: Q1 2024 Client Newsletter
2023 was one of the most satisfying years in my money management career. Everyone seemed to be negative and bearish, but my work suggested big gains in ’23. And, fortunately, we had them with the S&P 500 up over 24%. Inside this edition of our Quarterly Client Newsletter, we look back at 2023, give our insights into 2024, and, as always, discuss crypto.
See full report: Q4 2023 Client Newsletter
Higher for longer seems to be the message from the Fed. But there sure seems to be a lot of positive signs out there. You just have to look at the actual news and data for yourself without the negative group sentiment impacting your interpretations. Hopefully, we have helped with that in our latest client newsletter.
See full report: Q3 2023 Client Newsletter
We mentioned in the last newsletter that we believed our Bull scenario was likely to be the path the market would begin to embrace. With the S&P 500’s price up 8.3% for the quarter and 15.91% year to date, it is evident the Bulls are in control of the market.
See full report: Q2 2023 Client Newsletter
As time moves on, it seems that the themes we’ve been discussing keep unfolding as we suspected. Now we are seeing Central Bankers printing money again, the market rallying, and the dollar under attack.
See Full Report: Q1 2023 Client Newsletter
As a dismal 2022 came to an end, we saw a nice rally in the markets during the 4th quarter. With a pre-election year in store for us in 2023, historical precedent suggests 2023 has the potential to be a much better experience for investors.
See Full Report: Q4 2022 Client Newsletter
Given all the negative world events occurring right now, it’s hard for investors to be positive about the market, but historical precedents and valuations lean the other way. In this newsletter, we try to remove all the emotions and uncover all the facts, in order to focus on what the market is telling us.
See Full Report: Q3 2022 Client Newsletter
Granted the market had a dismal second quarter, it is not something unfamiliar to us…
See Full Report: Q2 2022 Client Newsletter
