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Once More Into the Breach

November 13, 2023

Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who ... Read More

 

Q3 2023 Performance Report

November 2, 2023

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the ... Read More

 

Again

October 23, 2023

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it ... Read More

 

Call It

October 16, 2023

There’s lots to look at in coming weeks. Right now, it seems to me there are a lot of ... Read More

 

But Wait, There’s More!

October 9, 2023

Markets definitely took some body blows last week but managed to survive OK. Optimism, both in stocks and bonds, seems ... Read More

 

Rough Week

September 25, 2023

The FOMC meeting saw no change in rates, but markets got hit pretty hard. What happened? The primary surprise was ... Read More

 

What Now?

September 18, 2023

Last week had a lot of data, but stock markets didn’t really move? Was the data meaningless? I don’... Read More

 

Inflation and the Big Week Ahead

September 11, 2023

There’s a lot going on this week, but the CPI report on Wednesday morning probably has primacy. Until last ... Read More

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Once More Into the Breach

Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who are worried about an overbought market concentrated in a few megacap tech stocks. I can see that in my own market measures. My short-term, volatile…
Read more »



Q3 2023 Performance Report

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the crosscurrents. My answer to that was to just concentrate in traditional safe havens. Until recently, that’s turned out to be a terrible idea. In general, I…
Read more »



Again

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it great. For better or worse, this week’s blog is going to look pretty similar to what I said at the beginning of last week, as the basic…
Read more »



Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth

Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth

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Tilting the Odds, Mark Tepper

Tilting the Odds: The Keys to Gaining an Investment Edge

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