Recent Posts
Weekly Investment Update July 14, 2025
July 14, 2025 •Peter Klingelhofer
Key Events: Tariff threats renewed with extension
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Monthly Update - July 2025
July 7, 2025 •Peter Klingelhofer
June Review – New Highs Culminate First Half
April showers brought May flowers and the recovery tune continued playing through June. By the end of...
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Weekly Investment Update June 23, 2025
June 23, 2025 •Peter Klingelhofer
Key Events: US strikes Iran while Fed stays on hold
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Weekly Investment Update June 9, 2025
June 9, 2025 •Peter Klingelhofer
Key Events: Mixed Jobs Data Implies ‘Perfect Miss’
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Weekly Investment Update May 27, 2025
May 27, 2025 •Peter Klingelhofer
Key Events: Long-term bond yields rose above 5%
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Weekly Investment Update May 12, 2025
May 12, 2025 •Peter Klingelhofer
Key Events: One Trade Pact, More to Come
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Monthly Update - May 2025
May 5, 2025 •Peter Klingelhofer
April Review – Focus on long-term principles to see through the fog of uncertainty
“Without goals, and plans to reach them, you are like a ship that...
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Weekly Investment Update April 28, 2025
April 28, 2025 •Peter Klingelhofer
Key Events: Tone shift sparks a rally
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Monthly Update - April 2025
April 4, 2025 •Peter Klingelhofer
March Review – The fog of trade wars has thickened
The “fog of war” is a metaphor that was first used by Carl von Clausewitz (1780-1831), a Prussian...
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Weekly Investment Update March 24, 2025
March 24, 2025 •Peter Klingelhofer
Key Events: Fed holds steady amidst uncertainty
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