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CURRENT NOTES

Monthly Note

  • September 2025: When structure fails, What’s your plan?! (9/28/2025) - The collapse you don’t see coming In February 2021, Winter Storm Uri rolled into Texas. Temperatures plunged, demand spiked, and the “fortified” power grid — the one officials swore was reliable — collapsed almost instantly. Millions were left without heat, water, or electricity. People weren’t caught off guard because there hadn’t been warnings — they were caught because they trusted a system that was never built to withstand real stress. That’s how cracks work. They don’t always scream until they snap. And we’ve been talking about cracks for years. In 2Q 2017, we warned about “cracks in the dam” —… Continue Reading

Quarterly Report

  • Q2 2025: “Next Play Thinking…” (7/30/2025) - It “feels” like we’re stuck in a loop … always talking about the importance of process. That word shows up in everything we do: in the signals markets are sending, in the rate of change (RoC) of the data, yet more importantly, it’s stark in contrast to the narrative-choked headlines that dominate the news cycle. With all the unfiltered noise swirling around, we couldn’t think of a better time to re-center on what actually matters. As Nick Saban would say: “Ignore the scoreboard. Focus on the next play.” In our world, that means ignoring the media circus and focusing instead… Continue Reading

ARCHIVED NOTES

  • February 2025: Luffing…
  • March 2025: To tack, or NOT to tack…Is that the question??!
  • Q1 2025: The Perfect Storm…
  • May 2025: “Wind Of Change”!!!
  • June 2025: “When Doves Cry”
  • Q2 2025: “Next Play Thinking…”
  • August 2025: The illusion of balance…
  • September 2025: When structure fails, What’s your plan?!
  • February 2024: Opposing forces collide! Is it just a matter of time?! Only time will tell…
  • March 2024: HIGHER FOR LONGER! From the Fed to government: deficit spending, growth & inflation.
  • Q1 2024: FLIP – FLOP
  • May 2024: Why yes, JEROME…INDEED!!
  • June 2024: DISINGENUOUS…
  • Q2 2024: Surface…Pressure
  • August 2024: Family Matter!!!
  • September 2024: Passing the tourch!!!
  • Q3 2024: The more things change: redux!!!
  • November 2024: I have NEVER liked bullies…
  • December 2024: Eventually, the TRUTH always comes out!
  • Q4 2024: More of the same…
  • February 2023: Spring is coming…it’s not what you think!
  • March 2023: “UNLESS someone like you cares a whole awful lot… nothing is going to get better. It’s not.” ~Dr. Suess
  • Q1 2023: The oldest allegorical symbol in alchemy…
  • May 2023: “This Race is NOT Always to the swift”
  • June 2023: Data vs. Price action… A stellar record is on the line!
  • Q2 2023: What wall street is conveniently failing to show you!
  • August 2023: Der Teufel steckt im Detail!!!
  • September 2023: TRAPPED…There is NO easy way out!!!
  • Q3 2023: Short…The Establishment!!!
  • November 2023: They NEVER SEE IT COMING!!! Because they don’t do data & it’s deplorable…
  • December 2023: ‘Twas the night before Christmas …
  • Q4 2023: DISTRACTION meets: Train wreck in slow motion!
  • February 2022: “It’s not what you look at that matters…It’s what you see!!!”
  • March 2022: “Sometimes you’ve got to take a big step back…to see the full picture”
  • Q1 2022: “Hello darkness my old friend…I’ve come to talk with you again…”
  • May 2022: Fool me once, shame on you… Fool me 5 times, shame on…you too??!
  • June 2022: Send in the Clowns
  • Q2 2022: Markets & Tropical Storms
  • August 2022: “Two Roads…”
  • September 2022: “Deterministic chaos!!!”
  • Q3 2022: The Ass & His Driver…
  • November 2022: Autostereograms & financial markets
  • December 2022: Let’s Talk Turkey!!!
  • Q4 2022: It’s all over, but…the shouting!
  • March 2021: Faux Foundations…
  • Q1 2021 : – The Only Honest Thing…
  • May 2021: It’s Baaaaack!!!
  • June 2021: Inflation, Deflation … Stagflation?
  • Q2 2021 : – Slowing Growth + Persistent Inflation? = ??? + Being Accountable
  • August 2021: It’s like Déjà vu, All over again…
  • September 2021: A Shoot-Out’s a Brewing…
  • Q3 2021: Accelerating Growth + Persistent Inflation =??? + Continued Accountability…
  • November 2021: Failing to Prepare is…Preparing to FAIL!
  • December 2021: It’s about that TIME…Don’t get caught off guard, AGAIN!
  • Q4 2021: Keep your hands and feet inside the ride until it comes to a full and Complete STOP!!! OR???
  • February 2020 : Escalator up ELEVATOR DOWN!
  • March 2020 : Making Rational Decisions In uncertain times…
  • Q1 2020 : We’ve only just begun… Cha cha changes
  • May 2020 : History is Speaking to Us … Again! It’s Your Choice…
  • June 2020 : Dead Cat? Or New Bull?
  • Q2 2020 : Slightly out of the ordinary…
  • August 2020 : MAYDAY! MAYDAY! MAYDAY!
  • September 2020 : Time and Patience
  • Q3 2020 : That Tingling Sensation…OUT OF BULLETS?!
  • November 2020 : Cloudy With A Chance Of Meatballs – The Sequel
  • December 2020 : Just give it a week…
  • Q4 2020 : THE EPOCH OF INCREDULITY
  • Q1 2019 : Building our Legacy starts with a Strong Foundation
  • May 2019 : Extend and Pretend!
  • June 2019 : The Fed: Data Dependent or Defending their Position?
  • Q2 2019 : Spotting Rip-Currents & Navigating Negative Yields!
  • August 2019 : Odds over Outcomes?!
  • September 2019 : Lighting money on Fire! Justice Samuel Putnam: Turning in his grave!
  • Q3 2019 : Cycles Matter & Risk Happens Quickly
  • November 2019 : Economic Gravity! The More things change, the more they stay the same! Have we learned Nothing?
  • December 2019 : Complexity, Fragility & CONTAGION
  • Q4 2019 : The Importance of History…and boy, is it“rhyming”today?!
  • 1Q 2018 : The Return of Volatility
  • 1Q 2018 : Special Report – “MOAB”
  • 2Q 2018 : Patience, at times, is Prudent
  • 3Q 2018 : Let’s Play a Game – Millionaire vs. Billionaire
  • 4Q 2018 : The Fed: 650… 525(+400)… 250(+?)…
  • 1Q 2017 : What can ALL investors learn from … Rock Climbers?!
  • 2Q 2017 : Cracks in the Dam are getting bigger… We’ve got it covered!
  • 3Q 2017 : They’re doing WHAT?! Temporary vs. Permanent loss & Fallen Angels
  • 4Q 2017 : Hero to Heel in just under a week: Welcome to OSAM

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Other Side Asset Management is a boutique investment firm focused on implementing capital preservation strategies; maintaining strict disciplines managing in-house discretionary models and Separately Managed Accounts, mitigating risk and reduce fees while protecting wealth.

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4141 Banks Stone Drive Raleigh, NC 27603

919-249-9650

Mitchel.Krause@OtherSideAM.com

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