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.

Q3 2010: Demographic Depression

October 2010 — I have updated the charts as of August 2014 due to heavy interest to this page. I have not changed any prose, so right or wrong, this is where I was in October 2010. I am still of the belief that demographics will be challenging most of […]

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2010 A New Decade of Crossing Mountains

A New Decade: Crossing Mountains

Tis the season for predictions, and as many people suppose I am in the business of predictions, I will make an attempt to put a few out there.  I will break our discussion into three parts, higher probability likelihoods, potential surprises and some thoughts about how to deal with both categories. Of course, I am not really in the business of predictions, I am in the business of preparing for likelihoods and surprises.

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