June Note

As I think most of you know, last few weeks I took a much needed vacation celebrating my son’s HS graduation on a UK soccer trip, followed up with an investment conference (that was not a conference) with my wife in Nashville. That’s how you kick off summer!  As both...

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,...