4th Quarter 2023

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

1st Quarter 2022

Change is occurring on so many levels. Global leadership seems to be shifting and changing. Currency markets are in a time of change. Technology is changing our lives. Research, education, and non-stop diligence is vital to understanding what changes are going to last and what that means for the our current ways of doing things, our ways of life, and, therefore, the investments we make.

See Full Report: Q1 2022 Client Newsletter