The Weekly Note

My weekly note was initially developed to help a small group of friends understand some global investment dynamics (in a brief and "to the point" format).

Today, the distribution list includes a global audience, but the focus and format have not changed too much. In addition to the brief one-page commentary, it also highlights the dynamics of various global markets.

To receive the weekly note, which is sent out most Sunday mornings, please send an email to

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