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Seasonal Strategy’s quarterly newsletter

Seasonal Strategy’s quarterly newsletter

The Conservative Strategist

Click on dates to download PDFs

Current issue:

FALL 2021

  • Evergrande: Why it matters
  • Investors (and even advisers) have absurd expections for US stocks
  • House prices have risen a lot. They remain reasonable.
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Archive of past 12 issues:

SUMMER 2021

  • Private markets and the Groucho Effect
  • Two funds for challenging times

SPRING 2021

  • The other regime change

  • Inflation not rising yet. Powell/Yellen not concerned. Bond market is.

  • Building an inflation-friendly portfolio

WINTER 2021

  • The blinding light at the end of the tunnel
  • SPAC arbitrage: A conservtive strategy in a crazy market
  • SECURE Act 2.0 should pass in 2021, improve retirement savings

FALL 2020

  • Markets and the Election: 4 things to know (that most people don’t)
  • “If Biden is President, will my taxes go up?”

SUMMER 2020

  • Selloff and rally dangerously concentrating wealth
  • Enter the newbie

SPRING 2020

  • A pandemic ravages lungs and portfolios
  • Legacy Subprime should survive the crisis, but with at least one casualty
  • Rays of sunshine

WINTER 2020

  • The 2020s are starting much like the 2000s
  • The IRS catches up to longer life expectancies…
  • …and Congress, after some dallying, joins in.

FALL 2019

  • Only three drivers of stock prices
  • A bad idea rich people love (and alternatives)

SUMMER 2019

  • WHOA: 4 reasons retiree portfolios should trot, not gallop
  • Is anything still cheap? Yes. Emerging markets value stocks.

SPRING 2019

  • The Fed’s worried about the economy. Investors don’t seem to be.
  • Profit margins look toppy
  • Banks turning savers into suckers

WINTER 2019

  • Fed Chairman: Not a popularity contest
  • A solid closed-end fund amidst the wreckage
  • The active/negative President

FALL 2018

  • The merger boom opens an opportunity
  • Two funds for the merger boom
  • Trump gets one right

The Conservative Strategist has been continuously published quarterly for 30 years. Select older issues are available upon request.