Investment Letter
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Recent
Editor’s Choice
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March 31, 2020
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September 26, 2019
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September 27, 2018
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June 28, 2018
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March 31, 2014
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Archive
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Assessing the Housing Market in 2021
September 29, 2021
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Viewing the World from a New Lens … Inflation
June 30, 2021
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March 30, 2021
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December 29, 2020
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September 24, 2020
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June 29, 2020
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March 31, 2020
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February 27, 2020
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December 30, 2019
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September 26, 2019
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The Fed, Inflation and Too Much Money?
June 27, 2019
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The Evolving Landscape of Healthcare in the U.S.
March 27, 2019
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December 28, 2018
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September 27, 2018
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June 28, 2018
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March 27, 2018
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December 28, 2017
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September 28, 2017
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Millennials: What Goes Around…
June 29, 2017
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March 30, 2017
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December 29, 2016
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September 29, 2016
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June 28, 2016
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March 29, 2016
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January 20, 2016
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December 29, 2015
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Correction, or Something More?
September 28, 2015
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The Strong Dollar—Friend or Foe?
June 30, 2015
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March 31, 2015
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December 31, 2014
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October 1, 2014
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Corporate Inversions – Tax Dodge or Astute Management?
August 20, 2014
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June 30, 2014
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The Fuss Over High-Frequency Trading
May 15, 2014
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March 31, 2014
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February 14, 2014
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December 27, 2013
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September 30, 2013
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June 28, 2013
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Demographics – America’s Long-Term Advantage
March 31, 2013
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December 27, 2012
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Re-“Made in the U.S.A.” – the Coming Manufacturing Renaissance
September 28, 2012
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Energy Independence – More Than Just a Pipe Dream?
June 29, 2012
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Housing – the Bubble, the Collapse, the Recovery?
March 30, 2012
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December 28, 2011
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“Water, water, every where, nor any drop to drink”
September 28, 2011
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June 29, 2011
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March 28, 2011
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December 22, 2010
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September 30, 2010
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Correction, or Something Worse?
June 10, 2010
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Natural Gas – A Strategic American Resource
April 2, 2010
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December 28, 2009
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September 30, 2009
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July 29, 2009
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March 27, 2009
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January 1, 2009
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November 21, 2008
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October 1, 2008
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September 17, 2008
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June 1, 2008
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March 28, 2008
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December 27, 2007
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September 28, 2007
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August 16, 2007
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June 25, 2007
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March 28, 2007
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December 29, 2006
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Energy Stocks – Hold ’em, Fold ’em, or Raise the Ante
September 29, 2006
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Correction – or Something More?
June 26, 2006
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March 30, 2006
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December 28, 2005
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September 30, 2005
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June 28, 2005
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“The Times They are A-Changin”
April 1, 2005
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December 29, 2004
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Expectations – Looking Beyond the Bumps
September 30, 2004
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Probabilities and Consequences
July 1, 2004
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History Rhymes – A Status Report
March 31, 2004
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January 1, 2004
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September 25, 2003
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June 30, 2003
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What a Difference Three Years Make
March 26, 2003
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January 2, 2003
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September 26, 2002
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July 26, 2002
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July 22, 2002
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Crowd “Cycle”ology – A Coming Wave of Conservatism
March 28, 2002
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January 2, 2002
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September 23, 2001
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June 27, 2001
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March 27, 2001
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January 1, 2001
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September 28, 2000
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The Presidential Stock Market Cycle
June 1, 2000
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March 1, 2000
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January 1, 2000
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October 1, 1999
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March Madness
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