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Posts
- A Brief History of How We All Became Efficiency Freaks
- Accounting for the Wrong Test
- Advanced Optimism and the Need for a Healthy Correction
- April 2016 Newsletter
- April 2018 Newsletter
- April 2021 Newsletter
- April 2022 - Newsletter
- April 2023 Newsletter
- April 2024 Newsletter - Access Struggles to AI and Energy in the Financial Sphere
- April 2025 Newsletter - Navigating the Economic Tightrope
- August 2015 Newsletter
- August 2016 Newsletter
- August 2019 Newsletter
- August 2020 Newsletter
- August 2021 Newsletter
- August 2021 Newsletter - Mid-Month Strangely Bullish
- August 2022 Mewsletter
- August 2023 Newsletter
- August 2024 Newsletter - Healthy Corrections
- August 2025 Newsletter - Breakfast Table Diplomacy: A Personal Anecdote
- August 2025 Newsletter - Finding Clarity in a Noisy Market: Three Pillars of Smart Portfolio Management
- August 2025 Newsletter - Is the Tax-Efficient Portfolio Pitch a Sign of Market Overvaluation? And What’s with All the Jokes?
- Changing Investment Styles and the Economic Cycle
- December 2015 Newsletter
- December 2018 Newsletter
- December 2019 Newsletter
- December 2020 - Holidays Newsletter
- December 2022 Newsletter
- December 2023 - Newsletter Wave Theory and Cyclicality
- December 2024 Newsletter - Navigating the Current Market Landscape
- December 2024 Newsletter - The Power of Pivot: Adapting and Thriving in a Changing Political Climate
- December 2025 - A Call to a Year of Radical Honesty
- Defusing the Accumulation Tax Torpedo: How Your Retirement Assets Can Rebuild Society
- February 2018 Newsletter
- February 2020 Newsletter
- February 2022 Newsletter
- February 2023 Newsletter
- February 2024 Newsletter
- February 2024 Newsletter - From Carthage to Taiwan: Lessons on Brinkmanship A Comparative Analysis for Big-Umbrella Thinking
- February 2026 - Concrete and Cover-Ups
- February 2026 - Heart, Home, and Hard Choices
- February 2026 - The Trump Savings Strategy
- February 2026 - The Ultimate Estate Clawback: How to Gift Millions, Keep the Keys, and Outsmart the IRS
- February Newsletter - Navigating Policy Changes
- Fifty Years of Financial Fads: What the Industry Never Told You
- Fluency Is Not Truth: Why Linguistic Training Is an Executive Imperative
- From Inheritance to Investment: How Successor Trustees Should Manage Trust Assets
- Hope Is an Economic Variable
- How Can Financial Planning for Multi-Generational Wealth Protect Your Family’s Future?
- How Can Investment Portfolio Management Reduce Your Financial Risk?
- How Can Successor Trustee Financial Guidance Help You Manage a Trust?
- How Can Successor Trustee Financial Guidance Help You Manage a Trust?
- How Can Successor Trustee Financial Guidance in San Diego Help Protect an Estate?
- How Can Successor Trustee Financial Guidance Protect Trust Assets?
- How Can Wealth Management Services Simplify Your Financial Life?
- How Investment Advisory Services in San Diego Can Help You Plan for Long-Term Wealth
- How We Eat Now
- Inference Vectors and Finance
- Is Hiring an Independent Financial Advisor Worth It for Long-Term Financial Success?
- January 2021 Newsletter
- January 2022 Newsletter
- January 2023 Newsletter
- January 2024 Newsletter
- January 2025 Newsletter - The Strong Dollar's Impact on Corporate Earnings: What Investors Should Know
- January 2026 - Navigating Ray Dalio's Five Major Risk Forces
- Juan Vargas and Scott Peters: On the Crest of Conflict
- July 2017 Newsletter
- July 2018 Newsletter
- July 2021 Newsletter
- July 2022 Newsletter
- July 2023 Newsletter
- July 2024 Newsletter - At a Crossroads
- July 2025 Newsletter - The Arc of U.S. Economic Statecraft: America’s Global Rise, Cold War Realities, and the New Economic Globalism
- July 2025 Newsletter - The OBBB
- June 2016 Newsletter
- June 2018 Newsletter
- June 2020 Newsletter
- June 2020 Newsletter
- June 2021 Newsletter
- June 2024 Newsletter - AI and Silos of Uncertainty
- June 2025 Newsletter - One Big Beautiful Bill
- Late June 2016 Newsletter
- March 2016 Newsletter
- March 2019 Economics and Strategy Update
- March 2019 Newsletter
- March 2020 Newsletter
- March 2021 Newsletter
- March 2023 Newsletter
- March 2024 Newsletter
- March 2026 - The Invisible X-Ray: Why the Vicksburg Strategy is the Investor's "Key"
- March 2026 - What America's Iran Strategy Means for Your Wealth
- March 2026-The Vatican Bridge: Negotiating the End of the Cuban Crisis
- March Newsletter - Riding the Market Rollercoaster: A Time for Patience and Perspective
- March Newsletter - The Whirlwind of Policy: Navigating Economic Uncertainty
- Massive Economic Stimulus. Benefits One-Year Lagged
- May 2021 Newsletter
- May 2022 - Newsletter
- May 2024 Newsletter - The Link Between Uncertainty and Risk Demystifying the Unknown
- May 2025 Newsletter - Why Debt Levels Matter
- May Newsletter
- News From the Front Lines of Investment Decision Making
- Non-Embedded Inflation, Fed Actions and Market Pathology
- November 2016 Newsletter
- November 2017 Newsletter
- November 2021
- November 2022 Newsletter
- November 2024 Newsletter - Improving the Link Between Spending and Federal Deficits: How Efficiency Impacts Your Investments
- November 2025 - A Deep Sense of Thanks: reflecting on Partnership and Resilience This Thanksgiving
- November 2025 - From the WWII Peace Dividend to the Current U.S. Pre-War Mindset
- November 2025 - High Rates, Empty open Houses
- November 2025 - The Long Game of Generosity
- October 2017 Newsletter
- October 2018 Newsletter
- October 2020 Update on the Markets
- October 2021 Newsletter
- October 2024 - Newsletter: Navigating the Election Cycle: A Technical Analysis Perspective
- October 2024 Newsletter: Building Wealth Beyond the Buzz: How We Cut Through the Noise
- October 2025 - Agentic: The Next Great Leg Up?
- October 2025 - Magnets, Might, and Morality: The Economic Cold War to Preserve the American Dream
- OK, Investor: What Do You Want
- Private Wealth Management in La Jolla: Informed Strategies for Long-Term Financial Planning
- Recession or Recovery?
- Retirement Income Strategies From a Financial Advisor in San Diego County
- Rotation: A Logical Assessment in a Time of Abundance: Pestilence and Chaos
- SECURE Act
- September 2015 Newsletter
- September 2017 Newsletter
- September 2019 Newsletter
- September 2021 Newsletter
- September 2022
- September 2023 - Newsletter
- September 2024 Newsletter - Understanding the Sharpe Ratio and Market Outlook
- September 2025 - Beyond Bombs - Disclosures
- September 2025 - Beyond Bombs - Sources
- September 2025 - The Silent Conflict
- September 2025 - The Silent Conflict - Disclosures
- September 2025 - The Silent Conflict - Sources
- September 2025 Newsletter - A Tale of Two Americas
- September 2025 Newsletter - Acronyms for the New Economic Era
- September 2025 Newsletter - Beyond Bombs: Where the Real Battles are Fought
- September 2025 Newsletter - The Ghost in the Machine: How the Failure of Deinstitutionalization is Driving a New National Housing Emergency Plan
- September Newsletter - Manufacturing Slump Deepens, Economy at Risk: Prudent Adjustments Amidst Uncertainty
- Several Scenarios-One Big Happy Unknown Strategy, Discipline & Patience
- Sovereign Debt Levels, The World Bank, Food, Inflation, Recession and Confidence
- Successor Trustee Financial Guidance in San Diego: Stabilizing Complex Estates
- Successor Trustee Financial Guidance in San Diego: Stabilizing Complex Estates
- The #1 Thing Every Investor Should Know About Choosing a Fiduciary Advisor in San Diego
- The Art of Patient Capital: Why We're Holding More Cash — and Why It's Working for You
- The First 90 Days as Trustee: What Actually Happens After a Parent Dies
- The Next Generation of Wealth: Rethinking Investment Management in San Diego County
- The Nixonian Revival: Backchannel Diplomacy in the Age of Operation Epic Fury
- The Ontology of Power
- The Ontology Race
- The Price of Meaning: What Every AI Answer Actually Costs
- The Role of Corporate Wealth Management in San Diego Business Planning
- The Seasoned Advisor Watchful of the Flatness of AI
- The Silent Frequency of the Family Meeting
- The Smartest Thing High-Net-Worth Families Do Differently
- The Word I Underlined in 2007 — and Why It Now Runs the Machines
- They're Not Selling Because Something's Wrong. They're Selling Because You're Buying.
- Trade War Endgame: Pattern Recognition, Presidential Cycles, and the Investor’s Roadmap
- Trustee Education: Why Families Need to Learn the Job Before They Inherit It
- What “Open Weights” and “Frontier Models” Mean — And Why the Answer Matters to Your Portfolio
- What Children Know About War That America's AI Is Still Learning
- What If Everything Goes Right?
- What We Check Every Quarter, Whether You Ask or Not
- When Your CEO Is Ranting About Chips, Ontology, and Models…
- Why Do Complex Estates Need Professional Wealth Management Today?
- Why Working with a Financial Advisory Firm in La Jolla Can Transform Your Financial Future