Quarterly 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

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

A Sneak Peek Into 2022

Here are some of our thoughts on investor behaviors that should be avoided in Bull Markets.

See Full Report: Q4 2021 Client Newsletter

A Euphoric Transition of the Markets

Additionally, we see two new issues developing. The first is inflationary pressures, which are well known and discussed in the markets. The other is supply chain issues. Those issues are as visible as semiconductor production shortages. And as opaque as shortages of willing labor to unload cargo ships. But these issues are not garnering too many headlines at this point. We expect that to change.

See Full Report: Q3 2021 Client Newsletter

An Emerging Development in the Economy

Evolution and innovation is seen in every aspect of the financial world. But isn’t the financial world considered to — make the world go round? The changes in behavior of consumerism especially after the pandemic are noticeably affecting the markets and the way we exchange goods.

See Full Report: Q2 2021 Client Newsletter

We think 2021 will be a year of consistent market gains. The Fed and the Treasury have made it clear that they will do whatever it takes to ensure that asset prices are stable, if not appreciating. Surely, we’ve all heard the saying “Don’t fight the Fed.” Market participants have been saying those words for multiple generations. Make no mistake about it, there is a reason for that. When the Fed is on your side, they can make the game a lot easier to win.

See Full Report: Q1 2021 Client Newsletter

Heading into 2021, there are still some uncertainties regarding how all of moving pieces of the global economy will fit together and we certainly do have a lot to worry about. But Bull Markets are said to “climb a wall of worry.”

The fact that the Fed and the Treasury appear to be working seamlessly together to stabilize and inflate asset prices, gives us a lot of confidence that the direction of the markets should be upward biased for the new year. But, of course, volatility will rear its head through out the year. Which is why we allocate assets according to everyone’s risk tolerance and financial needs.

Happy New Year!

See Full Report: 4th Quarter 2020 Client Newsletter