S&P 500

Client Update Letter — August 2020

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.

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Client Update Letter - January 2020

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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.