Quarterly Newsletters

Q1 2024 Newsletter

What Goes Up, Must Come Down?

By: Eric Johnson


Q4 2023 Newsletter

The Noise

By: Peter Roth and Eric Johnson


Q3 2023 Newsletter

A Challenging Environment

By: Eric Johnson


Q2 2023 Newsletter

What Correlation?

By: Eric Johnson


Q1 2023 Newsletter

The Dollar

By: Eric Johnson


Q4 2022 Newsletter

Welcome to 2023!

By: Eric Johnson


Q3 2022 Newsletter

October is Here

By: Eric Johnson


Q2 2022 Newsletter

Looking Forward

By: Eric Johnson


Q1 2022 Newsletter

Time as a Commodity

By: Eric Johnson


Q4 2021 Newsletter

Welcome to 2022: Uncertainty Prevails

By: Peter Roth


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Q3 2021 Newsletter

Kicking the Can

By: Eric Johnson


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Q2 2021 Newsletter

Depth

By: Eric Johnson


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Q1 2021 Newsletter

The Boogeyman

By: Eric Johnson


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Q4 2020 Newsletter

Glass Half Full

By: Eric Johnson


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Q3 2020 Newsletter

Should Investing Be Exciting?

By: Eric Johnson


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Q2 2020 Newsletter

Instincts

By: Eric Johnson


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Q1 2020 Newsletter

Where We’ve Been

By: Eric Johnson