January 2020
Steady hands, but don’t become too complacent… (mobile)
Not a good risk / reward… (mobile)
Get ready to dance… (mobile)

February 2020
Some rambling thoughts… (mobile)
Hard to explain… (mobile)
No man’s land… (mobile)
Market Message… (mobile)

March 2020
Structural Imbalances… (mobile)
Into the unknown… (mobile)
Updated thoughts… (mobile)
No easy solutions to an unprecedented event… (mobile)
Time, it’s going to take time…  (mobile)

April 2020
Waiting on the next shoe to drop… (mobile)
Time for a reality check… (mobile)
Money can buy happiness… (mobile)
Confused yet? You’re not alone… (mobile)

May 2020
Best guesses… (mobile)
A ‘can’t lose’ market, so they say… (mobile)
Looking for silver linings… (mobile)
The casino is open… (mobile)

June 2020
Denying risks doesn’t make them disappear… (mobile)
A time to wait and watch… (mobile)
Volatility = Uncertainty (mobile)
How long can/will policymakers offset the pain? (mobile)
Helicopter Policy… (mobile)

July 2020
Stay Disciplined… (mobile)
Is there no limit? (mobile)
Quick Thoughts… (mobile)

August 2020
A brush up on Stagflation… (mobile)
Everyone’s a winner, again… (mobile)
Biding time… (mobile)
We’ve become storytellers… (mobile)
Be aware of what you don’t know, and open to change… (mobile)

September 2020
Some thoughts and observations… (mobile)
Volatility is uncomfortable, but investors have little choice other than to embrace it… (mobile)