Letters & Reports

• 
  November 16, 2023
  

  ETF Asset Allocation & Bluemound 401k Model Portfolio – November 2023

  Long-term U.S. Treasury rates and the dollar are peaking. That's good for small caps and emerging markets in

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• 
  October 4, 2023
  

  ETF Asset Allocation & Bluemound 401k Model Portfolio – October 2023

  The QQQ correction is here. We have a plan for that. Traditional energy and clean energy might be buys.

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• 
  September 3, 2023
  

  ETF Asset Allocation & Bluemound 401k Model Portfolio – September 2023

  SPY is turning over and this could be just the beginning to a rough end of the year. Taking a look at Bitcoin

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• 
  July 25, 2023
  

  ETF Asset Allocation & Bluemound 401k Model Portfolio – August 2023

  Tracking the developing QQQ correction. What if the Magnificent 7 aren't so magnificent for a quarter or two? 401k asset allocation

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• 
  July 9, 2023
  

  Midyear Outlook & Game Plan

  2023 Midyear update for clients and the interested. This market is less certain than usual. We are at an "anything can happen" area and should be ready for anything that can happen. Sign-up for free access.

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• 
  January 3, 2023
  

  2023 Could Be Volatile

  The Federal Reserve is tightening and traders are fighting the Fed. That's never turned out well for traders or those who chase. I am focused on growth, value and quality while holding an oversized portion of cash on

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• 
  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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• 
  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
  

  Inflation Will End, But Many Prices Will Be High Forever

  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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• 
  January 16, 2021
  

  2021 Outlook

  Each year I write my "futile forecasts" for the coming year. The idea behind "futile" is that most forecasting gets looked at the wrong way. It's not about getting some number right at the end of the year It's about navigating change. Register to

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