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.

You can also follow me on Seeking Alpha and my weekly webinars that I post to YouTube.

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 hand.

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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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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 section.

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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 read.

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Companies We Are Watching

Here are some of the companies we are watching for possible investment, or that we have already invested in. Broken down into convenient lists, including sustainable growth and dividend collectors. Register to read.

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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 read.

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