Investment Letters

The Age of Social Disruption July 2025
IRA Contributions + eMoney February 2025
Fidelity Money Market Update January 2025
AI Agents and Exponential Growth December 2024
Stuart and The Budget Factory October 2024
Wayfair or Unfair Market? August 2024
The Jevons Paradox June 2024
Lisa, Cicadas, and Bobbleheads May 2024
Fisherman Friends & Keep Hauling April 2024
Insight vs. Foresight January 2024
March Madness March 2023
Markets, Inflation, and the Fed July 2022
February Market Update February 2022
Trump 2.0 February 2025
TDs & The Super Bowl February 2025
Hit the Gas November 2024
George, Otis, Memmo and Dad September 2024
Things We Don't Know July 2024
It's A Small World After All? June 2024
Presidential Election and Markets May 2024
Energy and AI March 2024
Fall Cleaning October 2023
Binary outcomes February 2023
No such thing as a "Safe" Asset May 2022
The S&P 5(00) July 2021
AI Learnings From Earnings February 2025
DeepSeek DeepFreakout January 2025
Back to the Future November 2024
Conversation Between Alissa & Peter August 2024
While You Were Sleeping... July 2024
Berkshire Hathaway, Apple and... May 2024
Big Tech Earnings Update April 2024
Valuations, Growth, and Investment February 2024
Staying on Course April 2023
ChatGPT and the AI Opportunity January 2023
March Market Update March 2022
Informed Contrarianism April 2021

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