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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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.
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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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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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