Newsletter 2008

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Date  Title Description
December, 2008 Our Strategy for a Market Panic Environment. Discussion of economic outlook & our equity market strategy. Also discusses Roth IRA conversions & avoiding a Madoff Ponzi scheme.
September, 2008 Economics, Government, and Financial Markets: Anatomy of a Mess An analysis of investment implications of the financial crises and potential government policies.
June, 2008 Review of 3 Year Combined Results Reviews returns for a representative client aggregated across strategies and discusses the strategy for the current environment
March, 2008 Long Term Value Portfolio 3rd Anniversary Explains the Credit Market crisis and its implications for Real Estate, Stocks and Bonds