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Quarterly Report

February 2024: Opposing forces collide! Is it just a matter of time?! Only time will tell…

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…

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Q4 2023: DISTRACTION meets: Train wreck in slow motion!

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…

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December 2023: ‘Twas the night before Christmas …

‘Twas the night before Christmas … And I’m slowly recovering from one of the worst fevers of my adult life; my head feels like it had been pounded on for days. As I write, my nostrils which had shrunk to the size of pin holes are just beginning to open again and my lungs are exhausted from hacking. Less…

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November 2023: They NEVER SEE IT COMING!!! Because they don’t do data & it’s deplorable…

“The striking thing … the economic data have been surreally good!” (source revealed below) Principles I’m a fairly large individual … standing at roughly 6’3” 255lb; a 52” chest, 36/38” waist depending on the cut of pants with veins popping from my forearms, it’s safe to say I have an athletic build. Over the years, many have suggested that…

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Q3 2023: Short…The Establishment!!!

“The war on inflation is over. We won, at very little cost.” economist @PaulKrugman A crumbling narrative Our opening quote comes from “Nobel laureate”, “Distinguished” Professor of Economics at the Graduate Center of the City University of New York, Op-Ed columnist for @nytopinion, Author + more … just ask him, I’m sure he’ll tell you … Paul Krugman in a…

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September 2023: TRAPPED…There is NO easy way out!!!

Last month we discussed the importance of understanding the details in the data quoting Twain, “There are three kinds of lies: Lies, Damned Lies, and Statistics” … we noted that it’s not the data that lies, but those who manipulate it. This month we’re going to piggyback off a few of our more recent notes for as the data…

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August 2023: Der Teufel steckt im Detail!!!

“Der Teufel steckt im Detail” While nearly impossible to pinpoint with 100% accuracy its origin, historians suggest it was the controversial German philosopher and poet Friedrich Wilhelm Nietzsche (1844 – 1900) who uttered the above phrase in the late 1880’s … most likely a variation of French novelist, Gustave Flaubert’s (1821 – 1880), “Le bon Dieu est dans le…

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Q2 2023: What wall street is conveniently failing to show you!

The Other Side After having spent nearly 22 years on Wall Street, Other Side Asset Management opened our doors in early 2018 with the goal to contribute, lead and help restore certain fundamental principles we believed the industry to be lacking. With honestly and integrity at the heart of our core values, given our unique path, and in turn,…

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June 2023: Data vs. Price action… A stellar record is on the line!

Addicere… The above word may look familiar to you, not because you know it’s meaning, but the meaning of the word that’s derived from it?! ‘Addicere’ is Latin for “enslaved” or “bound to” … foundationally, it is root of the word, ‘addiction’. Merriam-Webster defines the word, ‘addicted’ the following way: “exhibiting a compulsive, chronic, physiological or psychological need for…

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May 2023: “This Race is NOT Always to the swift”

We began our 3Q2022 note off with an Aesop fable … “The ass &his driver”. To my surprise, some readers were unfamiliar with both Aesop and this particular “fable”. Though, as we noted then: “The beauty in these fictional tales resides in their elegant simplicity.” Given the “disconnect” between current economic conditions as defined by THE DATA vs. recent…

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