Letters & Reports

• 
  November 7, 2022
  

  Not Out Of The Woods Yet

  The short-term outlook might include a rebound rally, but the intermediate term still looks rugged. Long-term, the 4th Industrial Revolution, Decarbonization and Digitization will lead along with select consumer and real estate opportunities.

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• 
  April 4, 2022
  

  Q2 2022 Quarterly Outlook & Game Plan

  Please see my quarterly market outlook and game plan. This quarter we discuss the Fed tightening process. Sign in to read. Create a profile if you do not have one. Please see my terms and conditions in the About

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• 
  March 2, 2022
  

  Dividend Stocks On Our Short List

  Dividends can add total return to a portfolio to help fuel retirement income or funds for investing on corrections. Here I discuss 3 factors that make for good dividend paying stocks. Register to

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• 
  January 6, 2022
  

  Kirk’s Crystal Ball Into 2022

  My annual "futile forecasts." The most important thing about forecasting and predictions is that it can help you prepare for various scenarios. Register to

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• 
  October 3, 2021
  

  Q4 2021 Outlook & Game Plan

  We are accumulating cash with the idea that we get a good buying opportunity in the next year. Register to

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• 
  May 24, 2021
  

  The Inflation Narratives Are Probably Wrong

  The hyper stimulated “reopen” trade is not the reason for inflation. It's all about oil and supply chains. Inflation probably doesn't fall until the end of 2022. Register to

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