Leverage Point Newsletter | Substack

Leverage Point Portfolio Update

April 2022 YTD Return: -48% (-34% vs. the S&P)

Apr 30, 2022 •

Leverage Point Portfolio Update

March 2022 YTD Return: -34% (-28.5% vs. the S&P)

Mar 31, 2022 •

Reversion to the mean, are we there yet?

Mar 13, 2022 •

Leverage Point Portfolio Update

February 2022 YTD Return: -27.5% (-18.5% vs. the S&P)

Mar 1, 2022 •

Inflation Explained by Bicycles

Is inflation really due to supply chains? Maybe the bicycle industry holds the answer

Feb 12, 2022 •

Leverage Point Portfolio Update

January 2021 YTD Return: -21.5% (-15.5% vs. the S&P)

Jan 31, 2022 •

If You Spend 13 Minutes a Year on Economics You've Wasted 10 Minutes

Wisdom from the legendary investor Peter Lynch

Jan 14, 2022 •

Leverage Point Portfolio Update

December 2021 YTD Return: +63% (+34% vs. the S&P)

Jan 1, 2022 •

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

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