Our Newsletter

The Portfolio Reporter is our monthly newsletter providing a portfolio manager’s insight into the economy and the impact on the stock market. An email subscription to The Portfolio Reporter will also include emails with links to hear our monthly conference call.Portfolio Reporter - Pic for SitePlease fill in your contact details to subscribe. We shall not disclose your information to third parties.


Archived Issues

February 2017The Snow Ball

January 2017If You Don’t Like How Things Are… Just Wait

April 2016: The Market Is Going to Crash!

December 2015: Optimism Unperturbed

November 2015: Thinking Like an Alligator!

October 2015: Reality Knocked Hard!

September 2015Sale or Loss Aversion…What is it?

August 2015No Inflation a Good Thing

July 2015: Going Nowhere Fast!

June 2015: Math Does Not Add Up!

February 2015: Are You Funded for Retirement?

January 2015: Lethargy of Real Final Sales

December 2014: Focus on the Flow

November 2014: Right Mix of Investments

October 2014: Spoiled

September 2014: Five Thousand Two Hundred Eighty-Nine

August 2014: Hidden Calamity!

July 2014: Prince Charming is Here, Have No Fear!

June 2014: Few Will be Ready, Few Will be Prepared. Will You?

May 2014: Looking Like an Old Fuddy-Duddy

April 2014: Just a Pause

March 2014: Attribution of Returns in 2013

February 2014: How Much Can I Withdraw in Retirement?

January 2014: The Risk Versus the Return You Choose

December 2013: Economic Growth and Population Age

November 2013: Inflation, CPI and the Big Mac: A Bite of Reality

October 2013: Market Valuation and Inflation: Clues From the Big Mac

September 2013: Let the Dust Settle

August 2013: Inflation Disparity

July 2013: A New Growth Market?

June 2013: The Train Is Not Leaving Without You

May 2013: Something For Everyone

April 2013: Take Advantage of Opportunities When You Have Them

March 2013: Top Heavy Earnings Growth

February 2013: Federal Reserve Makes Poor Decisions

January 2013: Change How Individuals Invest

January 2013: Outlook 2013

December 2012: The Big Mac and Your Financial Health

November 2012: Slides – Tax Changes 2013

October 2012: Stock Prices & NFL Replacement Referee’s Blown Call

September 2012: Too Much of a Good Thing

August 2012: A Tale of Two Economies

July 2012: The Tortoise and the Hare

June 2012: Living on Borrowed Time

May 2012: Income Shock

April 2012: Bernanke Bounce

March 2012: Chicken Little

February 2012: Balancing on a High Wire

January 2012: Year in Review

November 2011: Beware of Greeks Bearing Gifts

October 2011: Recessions: A Succession of Events

September 2011: Risk Intensifies

August 2011: Stock Market Catches Up to the Economy

July 2011: Performance Attribution

June 2011: Economic Divide

May 2011:

April 2011:

March 2011:

February 2011:

January 2011: