I have introduced Bitcoin to clients on a very limited basis until regulation was more clear and exchange traded products were approved by the SEC. As of early this year, Bitcoin spot ETFs now exist and are gaining traction. Let’s talk.Read More
Letters & Special Reports
These are my periodic letters, investment notes and special reports for clients and the interested. My general theme are to identify risks and search for opportunities in the biggest trends.
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Expect one regular monthly summary piece and occasional periodic reports.
Large cap stocks in the S&P 500 are overbought and overvalued. We could be looking at a moderately sized correction prior to Federal Reserve easing. Bitcoin keeps chugging.Read More
A weaker dollar supports risk assets. We’ll be keeping a close eye on the Federal Reserve in a few weeks.Read More
2024 looks like it could be a breakout year if you rely on data and likely liquidity events by the Federal Reserve. But, folks love to worry, and there are sure some things to worry about. Here’s how I see it.Read More
November saw a stock rally that has continued into December as Fed rate cut expectations have surged. 2024 looks volatile, but positive.Read More
Long-term U.S. Treasury rates and the dollar are peaking. That’s good for small caps and emerging markets in 2024.Read More
The QQQ correction is here. We have a plan for that. Traditional energy and clean energy might be buys.Read More
SPY is turning over and this could be just the beginning to a rough end of the year. Taking a look at Bitcoin again.Read More
Tracking the developing QQQ correction. What if the Magnificent 7 aren’t so magnificent for a quarter or two? 401k asset allocation thoughts.Read More
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.Read More
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 hand.Read More
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.Read More