April 2022 YTD Return: -48% (-34% vs. the S&P)
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March 2022 YTD Return: -34% (-28.5% vs. the S&P)
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Reversion to the mean, are we there yet?
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February 2022 YTD Return: -27.5% (-18.5% vs. the S&P)
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Is inflation really due to supply chains? Maybe the bicycle industry holds the answer
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January 2021 YTD Return: -21.5% (-15.5% vs. the S&P)
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4
Wisdom from the legendary investor Peter Lynch
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December 2021 YTD Return: +63% (+34% vs. the S&P)
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6
Key investment themes for next year
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November 2021 YTD Return: +97% (+70% vs. the S&P)
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3
How I stay focused only on stocks that outperform
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October 2021 YTD Return: +129% (+105% vs. the S&P)
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