Investment Update for First Half 2021: Taking Profits and Playing With Primates

Investment Update for First Half 2021: Taking Profits and Playing With Primates

Investment Update for First Half 2021: Taking Profits and Playing With Primates The year started off positive, at least based on surface factors. Granted, 2020 set the bar low. But anyone looking closely at the markets still sees worrying signs. Even as markets continue to pump, fueled by too much money chasing too few investable…

Investment Update for 2020 Year-End (Good Results and Good Riddance)

Investment Update for 2020 Year-End (Good Results and Good Riddance)

Investment Update for 2020 Year-End (Good Results and Good Riddance) As I reflect on my expectations and investment plan throughout  2020 it’s clear that my concerns were in line with many others in the market; with smaller, occasional long-term focused traders and professional investors alike. Heading into the year-end, there were so many structural instabilities…

Investment Outlook — Global Markets & the Economic Opioid Crisis: Recovery or Relapse?

Investment Outlook — Global Markets & the Economic Opioid Crisis: Recovery or Relapse?

Investment Outlook — Global Markets & the Economic Opioid Crisis: Recovery or Relapse? MY 2020 OUTLOOK In recent years, I have shared my outlook on the business, market and investment landscape but typically did so only with close colleagues and business associates. I’m going to start sharing more of my investment perspectives going forward. This…