Historical Perspective and the Opportunity

March 25, 2020

For many this time of extreme equity market volatility can be unsettling to say the least. We see our portfolios decline in market value and fear they will continue falling or taking forever to recover. Rationally we know that many businesses continue to function and many will eventually thrive again as the stimulus (money!) governments are beginning to release takes effect. However until that stimulus begins to work, the news will typically be bad and challenging for us to remind ourselves we’ve been through times like these and equity markets have historically recovered.

For those of you that have mentioned you would like to take advantage of the opportunity the current market represents, click on this link to read my perspective of this market and how you could take advantage of it.

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Our Yearly Review and Positioning

January 21, 2020

This letter is in two parts – part one – Our General Principles, a slightly more expanded review of our investment and planning approach which I encourage you to read as all our actions and recommendations are based on this.  Part two will review my current observations regarding the economy and investment climate.

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