Newsletters

A First Look at the Election and Markets

March 6, 2024

The morning after “Super Tuesday” in the presidential primaries usually means the stage is set for the upcoming battle between Democratic and Republican candidates for the job of “leader of the free world.” And while there wasn’t much drama this year regarding who would be the two candidates fighting it out from here on, last […]

In the Name of the Best Within Us

February 28, 2024

“Jim, I love your closing salutation on all of your newsletters. The one that says, ‘In the name of the best within us.’ But I was curious, where did you get that and/or how did you come up with that? Thanks in advance, Steven T., Paso Robles, Calif., a loyal reader.” First off, thank you, […]

NVIDIA and the Super Bowl Champs

February 21, 2024

NVIDIA and the Super Bowl Champs  ETF Talk: Invesco China Technology (CQQQ): A Shining Star in the Constellation of ETFs A Thin Line Between Love and Hate  Don’t Build Those Walls  *********************************************************** NVIDIA and the Super Bowl Champs  What’s the best part about writing The Deep Woods? My answer to this question, which I field […]

A Thin Line Between Love and Hate

February 14, 2024

It’s February 14th, and that means it’s Valentine’s Day, a day dedicated to celebrating love. And so, on this occasion, I have decided to explore the thin line between love and hate in a couple of areas that I consider to be very important in all our lives. Now, what do I mean here by […]

A Taylor Swift-Travis Kelce Breakdown

February 7, 2024

A Taylor Swift-Travis Kelce Break Down    I said, breakdowns come and breakdowns go So what are you going to do about it That’s what I’d like to know… –Paul Simon, “Gumboots” “Jim, can you break down something for me?” That’s how a good friend of mine often initiates conversations, and I like it when […]

Remembering My Sweet Prince

January 31, 2024

“Now cracks a noble heart. Good night, sweet prince, and flights of angels sing thee to thy rest.” –Shakespeare, “Hamlet” It’s been exactly one year since I spoke the final words, “Good night, sweet prince,” to my majestic chow chow, Hemingway. Although it seems like just a moment ago, it’s been one full trip around […]

Wisdom of a Philosopher Child  

January 24, 2024

In our last issue, I told you about my dinner party experience answering the provocative question: “Life is… (fill in the blank).” (You […]

Life Is a Dragon We Can Tame

January 17, 2024

“Life is… (fill in the blank).” This was a most interesting and quite revealing question posed to the participants of a recent dinner party I attended. The question was asked by an extremely learned and wise man who my readers likely know; however, I will refrain from mentioning any names other than my own in […]

This Moment, and This Moment, and This Moment

January 10, 2024

Life can be a cruel mistress. You can love her, take care of her and be truly good to her, but the next thing you know, she delivers you a heart-crushing blow. If you are an adult (and I know nearly all my readers are, despite the cadre of high school students in Southern California […]

Avoid the Folly of Market Assumptions

January 3, 2024

You know what they say about assumptions? That’s right, they can make a “you-know-what” out of “u” and “me.” Unfortunately, when it comes to markets, the folly of assumptions can do just that to many a confident and otherwise sophisticated investor. For example, just think about where we were last year at this time. The […]

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