Category Archives: Economic Outlook

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom ~ Letter from the Editor: A New Direction (Again) We are pleased to be back after having paused publication of the Intrinsic Value Wealth Report Newsletter for a few months. … Continue reading →

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom ~ Ray Dalio’s Reflections on January 6th January 6th is a few days behind us now; but the partisan divide represented by this event and the strife that divides all of … Continue reading →

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom ~ Letter from the Editor: A New Direction We are pleased to be back after having paused publication of the Intrinsic Value Wealth Report Newsletter for a few … Continue reading →

Is Listening To Your Gut A Good Idea? What does your gut feeling tell you about today’s stock market? Is it overvalued, as many value investors believe? Is it going to the moon, as growth investors (and many millennials!) believe? … Continue reading →

Exponentially Speaking If you take a penny and double it every day for 30 days, how much will you have at the end of the 30 days? (Answer: $10,737,418.24). If you start with one drop of water, how long does … Continue reading →

Funds Debunked! Yesterday, I had the great pleasure to be a guest on the podcast show, the Opportunity Zone Show, co-hosted by Dan Summers and Chris Magda. Dan and Chris interviewed me about fund offerings in general, and funds-of-funds in … Continue reading →

Out of Thin Air – Where The Stimulus Money Comes From I was interviewed recently for The Banner, the school newspaper at California Baptist University, in an article entitled, Covid-19 Relief Could Have Long-Term Effects on U.S. Economy. The main … Continue reading →

Should One Consider Moving To Lower Risk Funds Contemplating An Impending Correction Or Reversion To The Mean?  I had some great feedback from my talk on BrightTalk on January 20, 2021 on the subject of income investing with the title: Developing an … Continue reading →

Developing an Income-Producing Strategy for 2021 and Beyond I will be giving a presentation for BrightTalk on January 20, 2021 on the subject of income investing with the title: Developing an Income-Producing Strategy for 2021 and Beyond. You can watch … Continue reading →

Northwest Quadrant Opportunity Fund, LLC We have begun raising capital for our fund-of-funds investment, Northwest Quadrant Opportunity Fund, LLC. The fund engineers and constructs an investment vehicle consisting of Alternative Asset investments. The fund’s objective is to build a diversified portfolio of strong, … Continue reading →