Monthly Update

Mar 52 min read

Expectations for March 2024 and a February that exceeded Expectations...

Hello everyone, I'm excited to share that February surpassed all expectations. The current environment is supported by several vital...

May 21, 20232 min read

The Most Crucial Idea I Can Give Anyone Looking To Lock In Yields And Preserve Capital

May 22nd 2023 This is the email to which I want you to pay the most attention. A bond ladder is the most crucial idea I can give anyone...

May 21, 20232 min read

The Last Fed Rate Hike.

The last Fed rate hike. The last time you hear about inflation on the news—no more debt default nonsense. We are going to move on! I want...

May 9, 20231 min read

Second Half 2023, Part Three: International Equity and the Dollar

From March 2020 to March 2023, the Dollar has been the undisputed king of currencies, and that needs to change for us to make progress....

Oct 18, 20212 min read

Market Update

Before I get into the subject of this email, I want to apologize and retract an expression in my last email. I shouldn't have said the...

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