Investment Management
Macro Value Monitor
Memos, Articles, & Letters
A selection of recent memos, articles, and letters to clients are linked below.
Recent Memos
Q3 2024: The Standard 60/40 Portfolio Yield
October 2023 Memo: Cap-Weighted Equity Indexes are About to Have a Moment
June 2021 Memo: On Resiliency, and a Solution to the 60/40 Dilemma
Recent Articles
In Lieu of the Bountiful Triple Dip
On Braking Distances and a Record Price for Pet Rocks
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
A Brief Chronicle of the Federal Reserve’s First Balance Sheet Contraction
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, visit Getting Started.
To learn more about our approach, visit Investment Management.
Memos, Articles, & Letters
A selection of recent memos, articles, and letters to clients are linked below.
Recent Memos
Q3 2024: The Standard 60/40 Portfolio Yield
October 2023 Memo: Cap-Weighted Equity Indexes are About to Have a Moment
June 2021 Memo: On Resiliency, and a Solution to the 60/40 Dilemma
Recent Articles
In Lieu of the Bountiful Triple Dip
On Braking Distances and a Record Price for Pet Rocks
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
A Brief Chronicle of the Federal Reserve’s First Balance Sheet Contraction
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, visit Getting Started.
To learn more about our approach, visit Investment Management.
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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