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From the Financial Crisis of 2008, to the Covid crash and subsequent run up, rampant inflation, geopolitical turmoil... the decade-long run of the FAANG trade, and more…
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Thoughts from the Frontline
Knowns and Unknowns
Everywhere I go, people ask me what’s next for the economy. My answer depends on what they mean by “next.” Anything can happen next month. I’m much more confident about what we’ll see over the next 5-7-10 years: a painful debt crisis, a “Great Reset” and then a much brighter future as the economy normalizes and new technologies boost productivity and living standards.
07
Nov
Dividend Digest
A Look at Earnings for Two Stocks
This issue will look a little different. It will read more like the weekly updates I send to my premium Yield Shark readers. Along with a new stock pick every month, quarterly live calls with me, and a members only chat area, subscribers also get an update every Tuesday.
05
Nov
31
Oct
Thoughts from the Frontline
Readers Have Questions
In our age of constant interactivity, you could easily see a weekly letter like mine as a quaint one-way monologue. But in fact, I’ve always treated Thoughts from the Frontline as a conversation with friends like you. Sometimes we disagree, but we keep talking.
31
Oct
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