Investment Management
Macro Value Monitor
Memos, Articles, & Letters
A selection of recent memos, articles, and letters to clients are linked below.
To receive an email notice when new memos, articles, and letters are posted, fill out the form at the bottom of this page. Articles published elsewhere are also shared on LinkedIn.
To learn more about our approach, visit Investment Management.
Recent Memos
October 2023 Memo: Cap-Weighted Equity Indexes are About to Have a Moment
April 2023 Memo: Intelligent Investing Finally Returned in 2022
Recent Articles
The Salient Views in the Rearview Mirror
The Initial Education from a Secular Pivot
The Growing Apprehension of the Inflating Fiscal Put
Checkers vs Chess Amid an Inflationary Great Mistake
In a Minsky Moment, a Controlled Burn Jumps the Containment Lines
How an Inflationary End to the Bountiful Triple Dip Swindled Equity Investors
The End of Ultra-Low Yields and the Standard 60/40 Portfolio
This Era May Come to Be Remembered as the Federal Reserve’s Third Great Mistake
Recent Letters
To receive our most recent letter to clients and schedule a complimentary review of your portfolio, visit Getting Started.
Memos, Articles, & Letters
A selection of recent memos, articles, and letters to clients are linked below.
To receive an email notice when new memos, articles, and letters are posted, fill out the form at the bottom of this page. Articles published elsewhere are also shared on LinkedIn.
To learn more about our approach, visit Investment Management.
Recent Memos
October 2023 Memo: Cap-Weighted Equity Indexes are About to Have a Moment
April 2023 Memo: Intelligent Investing Finally Returned in 2022
Recent Articles
The Salient Views in the Rearview Mirror
The Initial Education from a Secular Pivot
The Growing Apprehension of the Inflating Fiscal Put
Checkers vs Chess Amid an Inflationary Great Mistake
In a Minsky Moment, a Controlled Burn Jumps the Containment Lines
How an Inflationary End to the Bountiful Triple Dip Swindled Equity Investors
The End of Ultra-Low Yields and the Standard 60/40 Portfolio
This Era May Come to Be Remembered as the Federal Reserve’s Third Great Mistake
Recent Letters
To receive our most recent letter to clients and schedule a complimentary review of your portfolio, visit Getting Started.
Investment Management
Before investing, we will discuss your goals and risk tolerances with you to see if a separately managed account at Sitka Pacific would be a good fit. To contact us for a free consultation, visit Getting Started.
Macro Value Monitor
To read a selection of recent client letters and be alerted when new letters are posted to our public site, visit Recent Client Letters.
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