Quarterly Letters

2025

Q1 2025 Quarterly Letter – Carry on My Wayward Son

2024

Q4 2024 Quarterly Letter – Does Anybody Really Know What Time It Is?

Q3 2024 Quarterly Letter – Running on Empty

Q2 2024 Quarterly Letter – Sweet Emotions

Q1 2024 Quarterly Letter – R.O.C.K. In the USA

2023

Q4 2023 Quarterly Letter – America by Neil Diamond

Q3 2023 Quarterly Letter – Seven by Dave Matthews Band

Q2 2023 Quarterly Letter – Rocky Mountain Way

Q1 2023 Quarterly Letter – Like a Hurricane

2023 Trades to Watch

2022

Q4 2022 Quarterly Letter – Stuck in the Middle with You

Q3 2022 Quarterly Letter – Nowhere to Run

Q2 2022 Quarterly Letter – Ship Them Up To Boston

Q1 2022 Quarterly Letter – Fed Ends Sugar Mountain

2022 Trades to Watch

2021

Q4 2021 Quarterly Letter – Whole Lot of Money

Q3 2021 Quarterly Letter – Money, Money, Money

Q2 2021 Quarterly Letter – God Only Knows

Q1 2021 Quarterly Letter – The Day The Music Died

2020

Q4 2020 Quarterly Letter – Welcome to the Jungle

Q3 2020 Quarterly Letter – Has America Been Saved By Zero?

Q2 2020 Quarterly Letter -Infatuation

Q1 2020 – The Black Swan Has Landed

2019

Q4 2019 – Year End Letter – What A Long Strange Trip It’s Been

Q3 2019 – For What It’s Worth-These 2 Will Not Take Down the Stock Market

Q2 2019 – Every Time It Gets Cloudy This Bull Market Finds a Way to Shine Until Tomorrow

Q1 2019 – Letter – First Crack in the Bull Market, But Don’t Get Fooled Again

2018

Q4 2018 – As Springsteen Takes On Broadway-Investors Are Getting Blinded by the Light

Q3 2018 – Letter – Looking for Bubbles in all the Wrong Places by Matt Topley

Q2  2018 – There’s Still Time to Take the Road Your’re On, But It’s No Guaranteed Stairway to Heaven

Q1 2018 – Technology Faces Its Machiavellian Moment

2017

Q4 2017 – God Bless America But Investing Only In U.S. May be an American Prayer

Q3 2017 – Infatuation-Bubble Spotters Obsessed with Another Debt Crisis

Q2 2017 – Tiny Bubbles

Q1 2017 – It’s the End of the World as We Know It

If It Looks Like a Top

2016

2016 – Did Homeland’s Brody Just Signal THE END for Hedge Fund Boom

2016 – Trump May Feel Urgent to Copy Reagan But It’s a Much Different World

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Lansing Street Advisors LLC is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.