Newsletters

Review: Second Quarter 2022

What’s the Deal?

The lament of investors is not knowing what is going on. I refer to it as “What’s the deal?”. If you have some sense of where markets are going, you can develop a strategy for coping with the changes.



Review: First Quarter 2022

Correlation of Markets



Looking Back

In my April Newsletter, I indicated that there were some potential problems with the economy. In particular, I suggested inflation might get ahead of the FED. The other concern I had was the lack of a sufficient supply of microchips.



Review: First Quarter 2021

Covid-19 Vaccine

A great deal can be said about the first quarter of 2021, but the biggest event has been the widespread introduction of the Covid-19 Vaccine. We often call something a “game changer” and this vaccine has been one.