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NAVIGATING CROSSCURRENTS—FEELING QUEASY, YET?
Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

NAVIGATING CROSSCURRENTS—FEELING QUEASY, YET?

March 25, 2025
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The Fed’s Words of Affirmation
Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

The Fed’s Words of Affirmation

March 22, 2024
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U.S. Equity Outlook📈🔭
Investment Philosophy, Media & Press, Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

U.S. Equity Outlook📈🔭

February 29, 2024
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Commercial and Office Real Estate Investment Outlook
Investment Philosophy, Media & Press, Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

Commercial and Office Real Estate Investment Outlook

February 14, 2024
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CHINOMICS
Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

CHINOMICS

February 11, 2024
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What to do if you win the $1.4 billion Powerball lottery this weekend?
Family Office Advice, Financial & Estate Planning

What to do if you win the $1.4 billion Powerball lottery this weekend?

October 7, 2023
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Amazon—Earnings & Outlook
Investment Philosophy

Amazon—Earnings & Outlook

August 4, 2023
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Coca-Cola—Earnings & Outlook
Investment Philosophy

Coca-Cola—Earnings & Outlook

July 26, 2023
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A Goldilocks versus Barbie Economy
Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

A Goldilocks versus Barbie Economy

July 19, 2023
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Pepsi—Earnings & Outlook
Investment Philosophy

Pepsi—Earnings & Outlook

July 13, 2023
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Debt to the Future
Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

Debt to the Future

April 24, 2023
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Everything Contradictory All At Once
Michael's CIO (Check-It-Out) Reports

Everything Contradictory All At Once

March 13, 2023
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Spy vs Spy or Collaboration?
Michael's CIO (Check-It-Out) Reports

Spy vs Spy or Collaboration?

February 13, 2023
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2023 will be a Tom and Jerry year😼🐭where indicators go in one direction until they don’t
Investment Philosophy, Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

2023 will be a Tom and Jerry year😼🐭where indicators go in one direction until they don’t

January 17, 2023
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Investar, The Way of WallStreet (not Water)
Michael's CIO (Check-It-Out) Reports

Investar, The Way of WallStreet (not Water)

December 19, 2022
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Eight Practical Year-End Tax Tactics✍🏽
Accounting Advice

Eight Practical Year-End Tax Tactics✍🏽

December 8, 2022
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Emerging Market Economies🐣
Investment Philosophy, Socioeconomic Perspective

Emerging Market Economies🐣

December 5, 2022
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Emerging🐣
Michael's CIO (Check-It-Out) Reports

Emerging🐣

December 5, 2022
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Ch-Ch-Ch-Ch-Changes, turn and face the strange
Michael's CIO (Check-It-Out) Reports

Ch-Ch-Ch-Ch-Changes, turn and face the strange

November 29, 2022
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Trendy
Michael's CIO (Check-It-Out) Reports

Trendy

November 21, 2022
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Turn! Turn! Turn!—Russia/Ukraine, Musk, Twitter, inflation, stock markets, crypto, & tech
Michael's CIO (Check-It-Out) Reports

Turn! Turn! Turn!—Russia/Ukraine, Musk, Twitter, inflation, stock markets, crypto, & tech

November 14, 2022
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Ups & Downs: 👍🏽👎🏽 Europe, duisseCREDITed, CaliFOURnia, Burps, Musk, and Rent
Michael's CIO (Check-It-Out) Reports

Ups & Downs: 👍🏽👎🏽 Europe, duisseCREDITed, CaliFOURnia, Burps, Musk, and Rent

October 31, 2022
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Drone On
Michael's CIO (Check-It-Out) Reports

Drone On

October 24, 2022
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Between a ROCKet and boring company
Michael's CIO (Check-It-Out) Reports

Between a ROCKet and boring company

October 17, 2022
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Duck, Duck, Goose
Michael's CIO (Check-It-Out) Reports

Duck, Duck, Goose

September 19, 2022
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Putin on the Risk (not Puttin’ on the Ritz)
Michael's CIO (Check-It-Out) Reports

Putin on the Risk (not Puttin’ on the Ritz)

August 8, 2022
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CHiPs, rece??ion—I want my MeTaVerse
Michael's CIO (Check-It-Out) Reports

CHiPs, rece??ion—I want my MeTaVerse

August 1, 2022
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Heat🌶
Michael's CIO (Check-It-Out) Reports

Heat🌶

July 25, 2022
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Bumps🤜🏼🤛🏼
Michael's CIO (Check-It-Out) Reports

Bumps🤜🏼🤛🏼

July 18, 2022
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Snake Oil and Recession Desires
Michael's CIO (Check-It-Out) Reports

Snake Oil and Recession Desires

June 27, 2022
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The Terrible Twos, 2022—Outlook for the Year Ahead
Investment Philosophy, Socioeconomic Perspective

The Terrible Twos, 2022—Outlook for the Year Ahead

January 10, 2022
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If Not Now, When? Thinking Long-Term: Peter Lynch’s Market Timing Study Revisited
Investment Philosophy

If Not Now, When? Thinking Long-Term: Peter Lynch’s Market Timing Study Revisited

May 31, 2021
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Exciting Numbers! Too Much of a Good Thing Can Be Unsettling
Socioeconomic Perspective

Exciting Numbers! Too Much of a Good Thing Can Be Unsettling

March 25, 2021
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₿itcoin—No Heads, No Tails—an opinion piece
Family Office Advice, Investment Philosophy

₿itcoin—No Heads, No Tails—an opinion piece

February 8, 2021
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New Year, New Decade—The Roaring 20s
Socioeconomic Perspective

New Year, New Decade—The Roaring 20s

December 24, 2020
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Present, Past, Future – Rip Van Winkle
Investment Philosophy, Socioeconomic Perspective

Present, Past, Future – Rip Van Winkle

August 5, 2020
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The Missing 1% in Munis –5, 4, 3, 2, 0
Family Office Advice, Investment Philosophy

The Missing 1% in Munis –5, 4, 3, 2, 0

June 26, 2020
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These Are Not the Real Estate Bargains You Are Looking For
Financial & Estate Planning, Investment Philosophy

These Are Not the Real Estate Bargains You Are Looking For

June 15, 2020
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Uncertainty: A Wide Range of Perspectives
Financial & Estate Planning, Investment Philosophy, Socioeconomic Perspective

Uncertainty: A Wide Range of Perspectives

June 5, 2020
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Post Pandemic Taxes
Accounting Advice, Investment Philosophy

Post Pandemic Taxes

May 27, 2020
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Momentous Stimulus in the time of COVID-19
Family Office Advice, Investment Philosophy, Socioeconomic Perspective

Momentous Stimulus in the time of COVID-19

May 21, 2020
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Prenez Soin de Vous – Take Care
Financial & Estate Planning, Socioeconomic Perspective

Prenez Soin de Vous – Take Care

May 13, 2020
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Special Situations, Distressed Investment, Real Estate & Leveraged Buyouts
Investment Philosophy

Special Situations, Distressed Investment, Real Estate & Leveraged Buyouts

May 5, 2020
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Less Dividends Less Buybacks More Mergers and Acquisitions
Family Office Advice, Investment Philosophy

Less Dividends Less Buybacks More Mergers and Acquisitions

April 21, 2020
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Time for YOU to Predict the Future
Financial & Estate Planning, Socioeconomic Perspective

Time for YOU to Predict the Future

April 12, 2020
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Schrödinger’s Virus, the Queen’s Speech, and Passing through the Eye of the Hurricane
Socioeconomic Perspective

Schrödinger’s Virus, the Queen’s Speech, and Passing through the Eye of the Hurricane

April 7, 2020
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Defensive and Offensive Government Support
Investment Philosophy, Socioeconomic Perspective

Defensive and Offensive Government Support

March 31, 2020
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Perfect Storm
Investment Philosophy

Perfect Storm

March 23, 2020
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