July-August 2020 SWM Letter: Bull Market Rises Again
2020 vision is halfway to becoming 2020 hindsight. This year [...]
June 2020 SWM Letter – Performance Under Pressure
US$90 Million: 2000 KPH With 2020 vision we [...]
May SWM Letter — Getting Past the Storm
Thank you for your comments on April’s letter, Riders On [...]
April 2020 SWM Letter — Riders on the Storm
There is more good news than bad in the world [...]
March 19, 2020 Update, SWM Letter
We have many reasons to be grateful these days. Families walking, [...]
Update to March 2020 SWM Letter
My two most recent letters addressed the “epidemic” markets with [...]
March 2020 SWM Letter – Every Year Brings a Crisis or Two
Every year brings a calamity or two that may strike [...]
Feb. 2020 SWM Letter – Epidemic Markets & Life Savings
Many have been asking how the Wuhan virus (COVID-19) will [...]
Jan. 2020 SWM Letter — Outlook to 2030 – 2040
In 1987 my journey began on this critical path of [...]
December SWM Letter: Stellar 2019, now to 2020.
Every year has a distinct personality: this is true for [...]