In this Client Update Letter I share where I think the U.S. stock market is, explain how money is created and why this matters for the current market environment, and also discuss some client portfolio holdings.
In this Client Update Letter I (1) explain why I reversed course and jumped on Santa’s sleigh before he ran me over, (2) cover some stocks in your portfolios and the related opportunities I see, and (3) share some unique perspective on the coming decade.
