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Leverage Point Portfolio Update
April 2022 YTD Return: -48% (-34% vs. the S&P)
Apr 30, 2022
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Leverage Point Portfolio Update
March 2022 YTD Return: -34% (-28.5% vs. the S&P)
Mar 31, 2022
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Leverage Point
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Nowhere to Run
Reversion to the mean, are we there yet?
Mar 13, 2022
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Leverage Point Portfolio Update
February 2022 YTD Return: -27.5% (-18.5% vs. the S&P)
Mar 1, 2022
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Leverage Point
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Inflation Explained by Bicycles
Is inflation really due to supply chains? Maybe the bicycle industry holds the answer
Feb 12, 2022
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Leverage Point Portfolio Update
January 2021 YTD Return: -21.5% (-15.5% vs. the S&P)
Jan 31, 2022
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If You Spend 13 Minutes a Year on Economics You've Wasted 10 Minutes
Wisdom from the legendary investor Peter Lynch
Jan 14, 2022
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Leverage Point Portfolio Update
December 2021 YTD Return: +63% (+34% vs. the S&P)
Jan 1, 2022
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Leverage Point Newsletter
Follow along as I examine how to beat the S&P by finding the point of highest leverage—everything else is noise.
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