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