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6.19.2017 Bookmark

6.19.2017

Hi all, welcome back from the weekend. As always I hope it was a good one for you. Down here the weather change has really tossed a wrench in our agenda. They (the weather people) told us that Saturday would be a washout and Sunday was your best chance for "outside activity". So of course we planned mundane things for Saturday and it was bright and sunny all day.  Go figure. So Sunday, we attempted a bike ride. 

11.12.2016 - Sinister! Bookmark

The Sunday letter is posted already, and in it we look at some pretty dark ideas about what might be coming our way in the next year or two. Trumps win will be proven to be one of two things, a real shot at fixing the US, or... a patsy that's going to endure the inevitable debt reset that this nation must endure at some point. We discuss both and the chances of each. 

 

Take a few minutes to peruse it and give it some thought. 

11.13.2016 - Financial Intelligence Report Bookmark

Muddy Water
 
Trying to predict the future is an exercise in being wrong a lot. Yet the future has an interesting way of showing up in our lives. So trying to connect the dots, and create some form of landscape of what the future could/should bring, at least makes sense.  
 
So before we get too far down this rabbit hole, let me say this. IF Hillary had stolen the election, I had a very clear and precise idea of what our future was going to look like.  It was easy, too easy. All we had to do was take the 8 years of Obama’s admin, look at what they did and how, and project that into the next 4 years.  But Hillary didn’t win. Trump did.

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