CURRENT NOTES
Monthly Note
- February 2024: Opposing forces collide! Is it just a matter of time?! Only time will tell… (3/1/2024) - Today we have no witty analogy to open … the length of the note is due large in part to graphs, don’t let the length scare you away! At the moment, we’ve got some pretty powerful opposing forces facing off head-to-head, as central planners are attempting to: Bend gravity Over the last 2 years we’ve been talking about a looming recession, we warned readers that it would be Global … and it was. Many of the larger, global equity markets have sold off significantly over the past two years. For instance, Chinese markets have been bearish for nearly 2 years… Continue Reading
Quarterly Report
- Q4 2023: DISTRACTION meets: Train wreck in slow motion! (1/31/2024) - Distraction Our family is constantly on the go … with two young girls, I find myself throwing my laptop into my backpack as I move from one location to the next: be it bringing my girls to and from school, soccer practice, a kids CrossFit class, or working around my oldest daughters’ gymnastics schedule, we’re moving non-stop. That being said, we often find ourselves out to dinner more frequently than we should. Between client meetings or merely trying to get the family together, we unfortunately eat out more than the average family. While out, our family plays quite a bit… Continue Reading