JUNE CLIENT LETTER: FAILURE GENERATION; HEADLINE GAMES; THE SPORT OF INVALIDS
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. The Failure Generation In no uncertain terms, we have been challenged...
View ArticleJULY CLIENT LETTER: THIS THREE YEAR OLD BULL MARKET; UNDERSTANDING FORM AND...
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. Thoughts & Analysis This Three Year Old Bull Market One of the many issues...
View ArticleAUGUST CLIENT LETTER: THE SMALL-CAP MARKET OF 2016; “I’D RATHER EAT ROCKS...
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. The Small-Cap Market of 2016 Since 2014, small-cap investors have been treated...
View ArticleSEPTEMBER CLIENT LETTER: LET’S GET NORMAL; A WICKED GAME TO PLAY; BUY...
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. The stock market is a giant distraction from the business of investing. ----...
View ArticleTHE BRILLIANTLY PERILOUS TIMES AHEAD
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. A sense of absolute clarity has suddenly developed within the minds of investors...
View ArticleJANUARY CLIENT LETTER: THE THING ABOUT CONSENSUS VALUE
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. Some of the greatest opportunities in the financial markets are those where value...
View ArticleFEBRUARY CLIENT LETTER: A MAGNIFICENTLY PERILOUS ALTERATION IN THINKING
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. There are preconditions to this current phase of the bull market that will only...
View ArticleMARCH CLIENT LETTER: CONFUSION IS THE PATH OF LEAST RESISTANCE; LEGISLATIVE...
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. Confusion Is The Path of Lease Resistance It remains an extremely simple...
View ArticleAPRIL CLIENT LETTER: TAXES; EMOTIONAL SPIN CYCLE; WARREN, TED & TODD
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. Taxes Like most in the business community, I have been keeping up closely with...
View ArticleMay Client Letter: Sunshine & Rain; Are Millennials The New Phase 4 Investor?
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital. Sunshine and Rain The obstacles to the continuance of this bull market are not so...
View Article
More Pages to Explore .....