Newsletter 2008
(click title to download)
| 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 |