Investing

You know Your Survival Guy’s been stuck in the fog plenty of times. That’s boating. And as I write to you this morning, it’s pea soup out there with clear skies and some wind expected soon. When I think about the start of this year for markets, for you and other investors, it all seems […]

Do you feel like you’re sipping from a firehose? Well, the next big thing coming for you is private equity as big players head for the exits. Isn’t that nice? Americans’ 401(k)s will be stuffed with this crap as BlackRock and others lead the charge. You really can’t make it up. Remember how ESG was […]

Dear Survivor, In times like these, it’s good to get your bearings. But sometimes there’s too much going on to do so. It’s why in my regular conversations with you, we talk about what’s going on in the world, but also what’s happening in your neck of the woods. What you’re telling me is how […]

In times like these, it’s good to get your bearings. But sometimes there’s too much going on to do so. It’s why in my regular conversations with you, we talk about what’s going on in the world, but also what’s happening in your neck of the woods. What you’re telling me is how you want […]

In my conversations with you, I love to hear about how you’re livin’. In a recent email exchange, you wrote, “I hope your summer has started off well and you have had time to convert some gas into wakes already! We have a big offshore trip coming up and I cannot wait!” How was the […]

You may recall a couple of months ago, Your Survival Guy was close to being caught in the tariff battle with Canada because our house project involves Canadian-made Loewen windows and doors (excellent). Fortunately for us, we dodged a bullet. The reason I’m telling you this is because we’ve been living down the street in […]

Your Survival Guy loves it when you email me from the road, living your best retirement life. Take, for example, last week when you emailed from the road on the homeward leg of a van trip to meet up in Indiana with about 19 other vans at a rally. “We are currently at Letchworth State […]

Are you familiar with the Efficient Frontier (EF) and the arithmetic of losses? As I wrote to you yesterday, over the weekend, I had the pleasure of studying a classic issue of Richard C. Young’s Intelligence Report. Your Survival Guy and Gal were at my parents’ house in Mattapoisett, MA, staying in their guest room, […]

Over the weekend, Your Survival guy re-read Richard C. Young’s Intelligence Report from August of 2015. In this classic issue, he explained how the NASDAQ declined by more than 20% four times so far this century. You can add another to the list from 2022. And that’s not counting some fierce volatility in years when […]

A long-time client just finished building a seasonal home in Utah, complete with a car elevator into his man cave. Enjoy! Silver / Coral Red 1958 Porsche Speedster manufactured by Intermeccanica International Inc. of Vancouver, Canada, with a custom flat-four boxer engine. (14 yrs) Red / Tan 1986 Porsche 930, aka “Widow Maker” with custom […]