New Year Note

    I think most of you know I published my book last May.  It was a rewarding but very time-consuming process.  I mostly took a break from it after publishing, aside from a few speaking engagements, and watching sales grow organically. It did bring about some fun new...

End of Summer Commentary

Hard to believe summer is practically over! I have started/stopped writing this latest edition of my market commentary many times, so I hope the wait and more lengthy than usual content are both worthwhile. I will attempt to speak philosophically at the beginning, but...

Ukraine and AI

Hello all!     Ukraine: After listening to a few Generals and geo-political experts, while war is inherently unpredictable, the consensus seems to be of a medium term quagmire with limited risk of escalation. However, the disruptions to world food supply (not even...

 Unofficial ‘Newsletter’

This is a longer email, but mostly as I get distracted when I write before finishing! In this unofficial ‘newsletter’, I cover: last minute tax items, comments on markets/geopolitics/ and invitation to tennis.       Last minute tax callout: If you have any IRA, 529,...

World Conflict

I don’t want to downplay the historical enormity of Putin’s invasion of Ukraine. Many books will be written about the change in world order, which of course is unknowable at the moment. I have been (will continue) to send information as this unfolds. Hopefully not...