My 4th quarter client letter where I share my thoughts and concerns regarding investing and the economy.
Posts under ‘Quarterly Client Letter’
3rd Quarter Client Letter
In the 3rd quarter the terrible recession of the last couple of years was officially declared over in June as per the NBER, though for a lot folks I doubt it either feels like it or looks like.
2nd Quarter Client Letter
Is the economic recovery transitioning to one that is self-sustaining or as government stimulus is withdrawn, will the recession rear its ugly head yet again? There is a great deal of debate in the media on the subject of double dip recessions, how rare they are etc., etc. Technically this argument is moot as the NBER have yet to date the end of the current recession.
Hi and welcome to The Profit Motive, I’m your host Caleb Lawrence. Once upon a time in America the media acted as the watchdog of the corporations and the state. In the modern era it’s all about ratings and profits, opinion has been substituted for news and frequently is presented as fact. Much like my daily radio show on KPIG 107.5 FM in Santa Cruz California and KPYG FM 94.9 Cayucos/San Luis Obispo California. A thousand Blogs were able to spot the current problems and many began discussing it years before it reached crises proportions. While there were exceptions, and these exceptions are becoming more common, the mainstream media failed to get it and largely continue to do so.
