Category Archives: Our Portfolios

Two Letters and a Call

Here are links to a couple of letters I’ve written and a call I held for my investors during the recent market nuttiness. Special Edition. My letter to investors from the Sunday night right after the S&P downgrade. Special Edition … read more…

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Things Investors Should Not Fear

I sent out my latest Letter to Investors in the Tarpon Folio this weekend. Here’s a link if you’d like to read my thoughts on the debt ceiling, the end of QE2, inflation, interest rates, high gas prices, the property … read more…

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Webinar on Spoke Funds® next Monday

Just a heads-up for any portfolio managers in the crowd… Next Monday, May 16, from 4:00 to 5:00 EST, I’m going to be joining Zack Miller of Tradestreaming.com for a webinar called: “From the ground up: How to build a … read more…

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