Leverage Point Newsletter

Leverage Point Newsletter

Home
Archive
About
Leverage Point Portfolio Update
March 2022 YTD Return: -34% (-28.5% vs. the S&P)
 • 
Leverage Point
Nowhere to Run
Reversion to the mean, are we there yet?
 • 
Leverage Point
4
Leverage Point Portfolio Update
February 2022 YTD Return: -27.5% (-18.5% vs. the S&P)
 • 
Leverage Point
Inflation Explained by Bicycles
Is inflation really due to supply chains? Maybe the bicycle industry holds the answer
 • 
Leverage Point
4
Leverage Point Portfolio Update
January 2021 YTD Return: -21.5% (-15.5% vs. the S&P)
 • 
Leverage Point
4
If You Spend 13 Minutes a Year on Economics You've Wasted 10 Minutes
Wisdom from the legendary investor Peter Lynch
 • 
Leverage Point
2
Leverage Point Portfolio Update
December 2021 YTD Return: +63% (+34% vs. the S&P)
 • 
Leverage Point
6
Leverage Point Newsletter
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.

Leverage Point Newsletter

AboutArchiveSitemap
© 2025 Leverage Point
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture