In This Issue:
An Update on Our Performance
The Great Inflation/Deflation Debate, Part II
Getting Real on Inflation (Continued)
Life on a Debt Rocket
A Shakespearian Tragedy
Resisting the Ostrich Urge
Real Estate Update - The Next Two Boots?
Portfolio Performance Analysis
The First Day of School and the Oregon Coast
Last month I clearly spoke my mind about the challenges we face. I was hesitant to do so because I never want to be perceived as a doom and gloom guy. To make money consistently, it is important to objectively evaluate the data and adjust your investment positions accordingly. I am always cautious with my investment ideas because, as a manager of other people's money, it is my job to be nervous about anything that can cause my clients to lose money. Lately, I have felt an overwhelming level of stress about the decisions that are being made and I am not alone.
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