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.

Register (free) from the top menu bar for full access after reading our terms, conditions and disclaimers.

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.

Q2 2024 Investing Game Plan

My short-term outlook and how to use it for intermediate term investing. Thoughts on inflation, the Federal Reserve and the next recession.

Read More

A Bitcoin Primer And Why I Own It

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

The Fed, Inflation & Markets In 2024

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