September 2021 Newsletter

Skeletons are Piling Up in the World’s Closet as Fall Arrives The Summer that began with so much optimism is...

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August 2021 Newsletter

Optimism Holds as Summer Fades, But Can it Continue? Through much of July, the financial markets seemed as confused about...

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July 2021 Newsletter

Will the Second Half of 2021 be 'Better' in Every Way? We’re halfway through the year already, and in some...

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June 2021 Newsletter

Inflation Fears Rise Higher but No One's Panicking… Yet In last month's newsletter I talked a bit about brewing inflation...

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May 2021 Newsletter

As Markets Pause to ‘Take Stock,' So Should You What a difference a year makes. At the start of May...

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April 2021 Newsletter

Credit Spreads & Other Factors Continue to Help Income Investors Last month, I explained how something called credit spread compression...

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March 2021 Newsletter

Credit Spread Compression 'Softens' the Impact of Rising Rates For much of the past year, we've seen long-term interest rates...

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February 2021 Newsletter

GameStop Saga & Interest Rate Jump Highlight a Wild January Though the challenging year of 2020 finally ended, the first...

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January 2021 Newsletter

Wall Street Clings to Optimism Amid Ongoing Uncertainty Happy New Year! Believe it or not, in just two months we...

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December 2020 Newsletter

Prepare Well and Wisely for the Eagerly-Awaited New Year If you’ve ever taken a long drive, you know it’s important...

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