• Current Events,  Mile High View,  Trade War

    We Are at War

    The late Chuck Knox, the first coach to get the Seattle Seahawks into the NFL playoffs, had a saying: “You have to play the hand you are dealt”. In football, that is to say, you have a limited number of players, some of which might be injured, the weather may be working against you, the rival team may be more skilled, but regardless you must do your best with your team. This eletter is neither political commentary nor meant to be political in any way, but as investors, we must address the trade war between America and China. Understand too this is not an easy exercise or simple analysis; I…

  • Current Events,  Mile High View

    Impeachment and Investing

    What happens to the markets if President Trump is impeached? It isn’t my intention to give a prediction on if he will or will not be impeached. I am writing this to analyze what would happen if he is impeached, so that you, and your investments, will be prepared in the event. I was an Eagle Scout and the motto is “Be Prepared” – Be prepared for the worst and hope for the best. That is not the purpose of this eletter; this is about the markets, not the merits (or lack-thereof) of impeachment. I do not believe history repeats but that it rhymes. There is no way to know…