Painfully Late: Year-End 2022 Investment Update

Painfully Late: Year-End 2022 Investment Update

Painfully Late: Year-End 2022 Investment Update This update is painfully late. The start of the year and entire first quarter were jammed up in a major way. Some of the side projects and business efforts that have been percolating started to boil. Also, I undertook some major job-related changes (which certainly impacts my income segment…

Financial Fever Dream: Mid-Year 2022 Core Portfolio Investment Update

Financial Fever Dream: Mid-Year 2022 Core Portfolio Investment Update

Financial Fever Dream: Mid-Year 2022 Core Portfolio Investment Update We are heading into a generational economic storm. There is no question about it. When and how severe can be debated, but not if… But this (overdue) leg of the cycle will be a cleansing purge that the markets and economy has needed for a long…

Tail Wags The Bear: Mid-Year 2022 Alternative Investment Update

Tail Wags The Bear: Mid-Year 2022 Alternative Investment Update

Alternative Investment Update – Mid-Year 2022 The mid-year point should be a kind of highway rest area. The summer typically brings lower volumes and a pause to whatever the year is all about. Sometimes it’s a quiet cross-roads, prompting reflection and strategic re-examination. The midpoint of 2022 is more like a chaotic six-way intersection with…

Alternative Investment Update – Year-End 2021: Move Fast and Fractionalize

Alternative Investment Update – Year-End 2021: Move Fast and Fractionalize

Alternative Investment Update – Year-End 2021: Move Fast and Fractionalize In hindsight, 2021 was another challenging year on many fronts. It was meant to be resolution and relief from the craziness of 2020. But on the ground it just turned out to be an extension of the same. And markets and macro factors reflected this…

Year-End 2021 Core Portfolio Investment Update: Slow Moving Market Storm

Year-End 2021 Core Portfolio Investment Update: Slow Moving Market Storm

Year-End 2021 Core Portfolio Investment Update: Slow Moving Market Storm The investment landscape in the second half of 2021 delivered a mix of expected moves and some real surprises. My investment update reflects this mix of opportunities and the continued market schizophrenia, ebbing liquidity and intermittent asset price gyrations. The same can be said of…