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 read.
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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.
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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Using REITs In Your Portfolio
REITs are favorites among dividend investors. But there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true. Over most time frames, REITS as a group trail the broader stock market. REITs have use for income and growth, but we must be very selective.
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Freedom To Fold And Wait For A Better Hand
Over the past few years I have been playing in the World Series of Poker professional circuit. I’ve played poker since I was a teenager. People have been saying I’ve been lucky for 35 years. It’s not luck.
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Quarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing
Coronavirus is going to have lasting impacts on society and investing. We must have caution, but not be afraid. Register to read.
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Investing After Coronavirus
Investing after Coronavirus will mean a bigger pivot to technology. Eventually, we will see inflation from the stimulus though. Register to read.
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Coronavirus And Asset Allocation Update
We were getting very cash heavy in January on overvaluations in the markets. Now we’re covering for fear of an economic collapse. Register to read.
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2020 Outlook & Game Plan: Navigating Overvalued Markets And Uncertainty
The rally off of the almost bear market correction of late 2018, has led to a near euphoric take by many investors as 2019 had a large gain. In reality, the stock market moved up about 20% over the past 2 years, or about 10% on average per year. Exactly in line with historical averages.
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