Letters & Reports

These are my periodic letters and special reports for clients and the interested. My general theme are to identify risks and search for opportunities in the biggest trends.

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Embrace Change And Volatility

I am publishing pieces to help investors adapt in an era of rapid change. There are six major secular trends impacting the global economy and markets:

  • aging demographics
  • climate change
  • massive global debt
  • central bank intervention
  • technological advancement
  • geopolitical challenges

By embracing change, we can make volatility our ally. Sustainable investing strategies can be the anchor that builds and protects your financial freedom.

You can also follow me on Seeking Alpha and regular Friday webinars that I post to my YouTube channel.

Coronavirus And Asset Allocation Update

The Coronavirus Covid-19 is a human tragedy that is likely to hit the United States imminently. All of our hearts bleed for those affected and we wish for the best possible health outcomes. If you are up to date in reading my 2020 Outlook & Game Plan: Navigating Overvalued Markets […]

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4th Quarter Outlook And Game Plan

This piece is normally reserved for clients and people registered with BluemoundAM.com. I am making it available due to the urgency that I believe it represents. The stock markets are in increasing danger. Here is a link to my weekly webinar that is available on YouTube on a short delay: […]

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Understanding and Investing in the “Slow Growth Forever” Global Economy

For the past few years, I have been writing about how the global economy is poised for a very long period of slower growth. Early this year on MarketWatch, I dubbed what was going on as “slow growth forever.” While I know that people want to believe that the global and U.S. economies can grow faster, the reality is that slower growth is structural in nature. 

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NASACarbonTimeChart

Freedom to Profit from Change

The “dark” philosopher Heraclitus of Ephesus said that, “the only thing that is constant is change.” In today’s world, change is so constant, and seemingly accelerating, that many people are befuddled because they feel the world is passing them by. This feeling of being passed by, which drives frustration and anger, is nothing new though. Thousands of years ago, people had the same feelings. If change has always caused frustration and anger, has anything really changed?

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