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August 30, 2023 - Removing European Equity Exposure
August 1, 2023 - Brevity Series - Too Much Too Quickly
July 19, 2023 - Do We Have Bad Breadth?
June 27, 2023 - Inflation - A Deeper Dive
June 7, 2023 - Free Beer
May 24, 2023 - Brevity Series - Pet Peeve
May 8, 2023 - Pop Quiz - Bull Or Dead Cat?
April 21, 2023 - Brevity Series - Tim Russert
April 11, 2023 - Brevity Series - Headline Thoughts
March 29, 2023 - Brevity Series - Long and Variable Lags
March 15, 2023 - The Yield Curve
February 7, 2023 - Hard or Soft Landing
February 14, 2023 - Happy Valentine's Day
January 31, 2023 - Returning to Neutral International Stock Exposure
January 17, 2023 - Brevity Series - Inflation Cooling
January 3, 2023 - Happy New Year - Good Riddance 2022
December 7_Returning to the Normal Abnormal
November 22_Procactive Year-end Tax Planning for 2022
November 16_ November Allocation Change
October 27_ Loose Lips Sink Ships
October 20_ October Allocation Change
October 14_Brevity Series - Another Crazy Day
October 4th_ A Miserable September
September 23_ Brevity Series - Thoughts About This Week
September 14_Brevity Series - August CPI
September 12_Brevity Series - Please Remain Silent.pdf
August 25_Rethinking International.pdf
August 8_Brevity Series - Jobs and Earnings.pdf
July 20_Inflation vs Earnings.pdf
July 12_Upon Further Review.pdf
June 27_The Chicken or the Egg.pdf
June 15_Brevity Series - Big Picture Stuff.pdf
June 7_Allocation Change - Increasing Duration.pdf
May 31_The Brevity Series - Technical Trading.pdf
May 19_The Brevity Series - Recession Odds.pdf
May 12_The Brevity Series - Corrections vs. Bear Markets.pdf
May 9_The Brevity Series - Investors vs Analysts.pdf
May 9_Quick Thought and Observation.pdf
2022 Proactive Tax Planning.pdf
April 27_Increase in Stock Exposure.pdf
April 25_A Peek at Peak Inflation.pdf
April 5 MMT_RIP.pdf
March 23_Threat Assessment.pdf
March 15_Damage Assessment.pdf
March 8_War and Peace.pdf
March 2_Allocation Changes - Fixed Income.pdf
February 24_Portfolio Thoughts and Actions.pdf
February 22_Dodge City, Kansas.pdf
Feb 7 Turn out the Lights.pdf
January 24_ Allocation Change - Volatility Storm.pdf
January 20_The Great Same Ol, Same Ol.pdf
January 4_Its All Relative.pdf