Forward Looking Notes

At the end of each year, I compose a Forward Looking Note with my thoughts on the coming year.  Many of the themes expressed are reflected in the portfolios I manage.  The following are the past notes I have written:

A Forward Looking Note 2016

A Forward Looking Note 2015

A Forward Looking Note 2014

A Forward Looking Note 2013

A Forward Looking Note 2012

A Forward Looking Note 2011

A Forward Looking Note 2010