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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
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March 2022
Leverage Point Portfolio Update
March 2022 YTD Return: -34% (-28.5% vs. the S&P)
Mar 31, 2022
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Nowhere to Run
Reversion to the mean, are we there yet?
Mar 13, 2022
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Nowhere to Run
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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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February 2022
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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Inflation Explained by Bicycles
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January 2022
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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If You Spend 13 Minutes a Year on Economics You've Wasted 10 Minutes
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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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December 2021
Leverage Point 2022 Outlook
Key investment themes for next year
Dec 15, 2021
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Leverage Point 2022 Outlook
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November 2021
Leverage Point Portfolio Update
November 2021 YTD Return: +97% (+70% vs. the S&P)
Nov 25, 2021
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Don't Fall in Love With a Stock
How I stay focused only on stocks that outperform
Nov 12, 2021
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Don't Fall in Love With a Stock
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October 2021
Leverage Point Portfolio Update
October 2021 YTD Return: +129% (+105% vs. the S&P)
Oct 30, 2021
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