Dear Friend: Every four years as the U.S. Presidential election approaches, clients often express concerns about how to position their portfolios, ... Continue Reading
Unleashing the Potential of AI in Your Portfolio: Implementations from JP Morgan Chase, Royal Caribbean, and Walt Disney
Dear Friend: Artificial Intelligence (AI) continues to reshape industries, driving innovation and transforming traditional business models. In this ... Continue Reading
Fundamental Research with Contrarian Strategy
Dear Friend: Last year, the S&P 500 index was led by the outperformance of the Magnificent Seven (Apple, Amazon, Google, Meta, Microsoft, Nvidia, ... Continue Reading
Outlook for 2023
Dear Friend: We had a cautiously optimistic outlook at the beginning of 2022 and did not expect it to be a challenging year like it had been. Several ... Continue Reading
The Challenge and Opportunity of Inflation
Dear Friend: It has been a year since we discussed the supply chain issue, labor shortage, ongoing pandemic, China slowdown, and inflation. Some of ... Continue Reading
BEAR Markets, Speculators in Cryptoassets Lost $2,000,000,000,000 This Year
Dear Friend: This summer I wanted to write about market volatility and investor behavior in down markets, and then I remembered that we discussed ... Continue Reading
Outlook for 2022
Dear Friend: Review of 2021 We wrote the following at the beginning of 2021: “The tug of war between greed and fear was definitely on display in ... Continue Reading
Opportunities Through Market Volatilities
Dear Friend: As we are approaching the last quarter of 2021, we face many issues: the continuing pandemic, inflation, supply chain disruption, labor ... Continue Reading
Longevity Planning
Dear Friend: We often write about the markets, the economy, specific investment ideas, or strategic themes, but in this newsletter we want to focus ... Continue Reading