March 15, 2021 You may be glad to know that there are no universal truths explored in this month’s letter; just boring old markets and...

February 25, 2021 “Sometimes I think it’s a sin, when I feel like I’m winning, when I’m losing again.” Gordon Lightfoot I had a hard time...

January 28, 2021 While what is going on with GameStop seems like noise to me, this week everyone wants to talk about it. Should we buy...

January 7, 2021 Merry Christmas: I feel as though I have lived a long time; I feel old in many ways. My body cannot do the things it used...

December 18, 2020 Merry Christmas: Even if you do not celebrate Christmas, I have always felt that Christmas is a holiday for everyone....

November 9, 2020 A collective sigh of relief.... The election is behind us, and there is good news on a potential Covid-19 vaccine! We...

October 30, 2020 I contemplated not writing a letter from August Wealth this month, but I decided to write a very brief one. As many of...

September 29, 2020 This weekend, at a client hosted dinner party, I was discussing Covid and my views. The host rightly (and politely)...

August 20, 2020 It has been six weeks since my last note, and I have received a few inquiries (to my surprise) from people wondering if...

July 2, 2020 I sometimes think God (or a power in the universe beyond our human comprehension) must have a chuckle at us humans scurrying...

June 5, 2020 The Trouble in Using Your Old Playbook I have received a great many texts and emails today from clients and market...

May 14, 2020 Whenever I have strong views on markets, I have always had the discipline to back those views with my own money (In...