The Type 2 Investor
We publish a monthly newsletter to update our clients on market activity over the preceding month, provide commentary on whatever we find relevant or interesting, and offer our outlook for investments.
February 2018 – We take a look at January’s phenomenal returns… aaaaaaand, it’s gone! OK, let’s try to dissect the market action this week, as well as discuss recent changes to portfolios that better positioned us for it. Oh, and I recommend watching a series of sci-fi anthologies.
January 2018 – I start the year with a review of the 2017 predictions I got wrong, those I got right, and foolishly make some more for 2018. I also recommend watching The Good Place.
December 2017 – I try to dissect the proposed tax overhaul, express my concerns that MoviePass might fail, and recommend feeling better about yourself by watching Shameless. Oh yeah, and bitcoin. Because bitcoin!
November 2017 – I place my bets on where Amazon’s HQ2 will be located, talk about the nominee to chair the Fed, and recommend getting hooked on Rick and Morty.
October 2017 – I talk about two new ways to invest — ICOs and equity crowdfunding — and recommend watching a 4-hour dick joke.
September 2017 – I hand the newsletter over to my intern, Jason, and recommend watching Last Man Standing.
August 2017 – I explore one of my favorite summer pastimes (checking in on Chicago’s pensions) and recommend watching Ozark.
July 2017 – I try to explain Bitcoin and recommend watching Patriot.
June 2017 – Ghost malls, an update to our investment strategy, and The Last Kingdom.
May 2017 – The only credit card you need, teacher’s pet wins French election, and Catastrophe.
April 2017 – Peak auto and Lemony Snicket.
March 2017 – Things Snapchat is worth more than and the Ides sheep.
February 2017 – I talk about Carl’s Jr. and the Fiduciary Rule. I also recommend The OA.
January 2017 – I review the 2016 predictions I got wrong, those I got right, and foolishly make some more for 2017. I also recommend something to watch on HBO.
December 2016 – I write a poem about the election, herald the return of diversification, talk about what’s cooking in Italy, and recommend something to watch on Netflix.
November 2016 – Buckle up, buckaroos! We look at who the market thinks will win the presidency, how the Brexit vote may be a harbinger for Trump, and what will happen if he actually wins this thing.
October 2016 – The Bank of Japan is buying everything, Deutsche Bank is beginning to look a lot like Lehman Brothers, and we cut equities for a third time this year.
September 2016 – We fantasize about football and turn it into yet another analogy for investing.
August 2016 – I draw parallels between my condo buying experience and the stock market.
July 2016 – We talk a lot about Brexit and not much else.
June 2016 – We take a look at the dismal jobs report, explain why we see predict inflation will heat up, and make a Banarama reference.
May 2016 – We finally give a name to the newsletter, discuss how share buybacks are propping up the stock market in the face of weak earnings, and fill you in on a tactical shift in our asset allocation strategy.
Newsletter 1Q16 – We recap a not-so-boring quarter, look into what the Saudis are up to, and explain what negative interest rates are.
Newsletter 4Q15 – The year in review; Fed finally raises rates; what’s going on with oil; and the nature of junk bonds.
Newsletter 3Q15 – Market correction finally happens; why it’s China’s fault; oil prices find a bottom; and the Fed stands pat.
Newsletter 2Q15 – Greece crisis comes to a head; Venezuela’s currency collapses; Puerto Rico in trouble; China’s imploding stock market; and the strength of the US economy.
Newsletter 1Q15 – A brief look at topics including Greece, the imminent rise in interest rates, the strength of the US Dollar, and the potential for a crisis in the emerging market world.