November 2021 Account Performance and Investment Commentary
“It’s not that I’m so smart. But I stay with the questions much longer.” – Albert Einstein Where are we, at the end of November 2021? The months seem to be alternating up and down and the questions...
View ArticleDecember Investment Commentary and Performance
“If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein Where are we, at the end of December 2021? The funds that led the way in November lagged badly in this month....
View ArticleJanuary 2022 Investment Commentary
“He/she that would live in peace and at ease, must not speak all he knows or judge all she sees.”. – Benjamin Franklin, Poor Richard’s Almanack, 1736 Where are we, at the end of January 2022? The...
View ArticleMarch 2022 Account Performance and Investment Commentary
“The average man/woman is both better informed and less corruptible in the decisions he/she makes as a consumer than as a voter at political elections.”. – Ludwig von Mises” Where are we, at the end...
View ArticleApril 2022 Fund Performance and Investment Commentary
“In the midst of chaos, there is also opportunity.” – Sun-Tzu, The Art of War Where are we, at the end of April 2022? April was a hard, down month for the stock market, but it also depended on what...
View ArticleMay 2022 Investment Performance and Commentary
“Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money” – Milton Friedman “We don’t have a global...
View ArticleJuly 2022 Performance and Investment Commentary
“The truth is rarely pure and never simple.” ― Oscar Wilde, The Importance of Being Earnest “Politicians are like diapers, they need to be changed often, and for the same reasons.” – Mark Twain The...
View ArticleAugust 2022 Performance and Investment Commentary
“Smooth Seas Do Not Make Skillful Sailors” ― African Proverb “A good head and a good heart are always a formidable combination.” – Nelson Mandela Current State of the Markets? In the last newsletter,...
View ArticleSeptember 2022 Performance and Investment Commentary
“…the number of stocks in deep bear markets, 30% or more below their highs, reached ever greater levels last week. If a market is on the mend, or even about to turn higher, this figure should...
View ArticleFebruary 2023 Performance and Investment Commentary
“The human brain is an incredible pattern-matching machine.” – Jeff Bezos How Did the Markets and Our Funds Do in Feb 2023? It’s really true that all everyone is trying to do is match patterns. When...
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