October 21, 2022

October 2022 Newsletter

The bear market is not over. Before it is over, there will be a capitulation and you will not want to be an investor. The…

July 12, 2022

July 2022 Newsletter

This was a comment from my January 2022 newsletter: “What inflation and interest rates do will be the main event for the stock market.” This…

April 19, 2022

April 2022 Newsletter

The investment environment is unattractive. Rapidly rising interest rates, runaway inflation, a Federal Reserve asleep at the wheel (and finally waking up), supply chains strained…

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