Archive - Leverage Point Newsletter

Leverage Point Portfolio Update

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

Apr 30, 2022 •

March 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 •

February 2022

Inflation Explained by Bicycles

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

Feb 12, 2022 •

January 2022

December 2021

Leverage Point 2022 Outlook

Key investment themes for next year

Dec 15, 2021 •

November 2021

October 2021

Leverage Point Portfolio Update

October 2021 YTD Return: +129% (+105% vs. the S&P)

Oct 30, 2021 •

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