Investment Insights Newsletter

The Process (Part 2)

The Process (Part 2)

Our investing principles start with Stay Invested and be Diversified, but those are simply guardrails against fear and anxiety, even protection against greed. This is applied through our “Core and Tactical” approach to portfolio construction.

read more
What we did in 2024

What we did in 2024

Much of our trading activity is based on Macro forecasts. The main indicators we focus on are Inflation and Growth. Our main thesis of 2024 was that inflation would continue to rise, but at a slower pace than 2021 through 2023 (Disinflation). The foretold recession...

read more
The Process (Part 1)

The Process (Part 1)

It is our belief that the investor who stays invested and stays diversified maintains the best opportunity for positive returns over the life of their investments. These beliefs inform our principles which we put into action daily.

read more
Welcome to Investment Insights

Welcome to Investment Insights

It is my honor and pleasure to be able to serve you in this capacity, write to you quarterly, and to tell you more about who we are, what we are doing, and why we are doing it. I hope you find this newsletter enjoyable!

read more