Insights
JULY CLIENT LETTER: THIS THREE YEAR OLD BULL MARKET; UNDERSTANDING FORM AND RHYTHM
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....
BACK IN REAL INDUSTRY (RELY)
There is some history here with this company, so let's do a brief review. I originally released the research report on...
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....
WORTHWHILE PURSUITS FOR INVESTORS GOING FORWARD
There is no glory in blazing a trail down the beaten path of macro-induced pessimism in the financial markets. The...
MAY CLIENT LETTER: THE HAUNTED HOUSE OF ZIRP & NIRP; MAY EDITION OF “I’D RATHER EAT ROCKS THAN BUY STOCKS”
What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....
TWO IMPORTANT AVERAGES ARE SUBTLY DELIVERING A BULLISH SIGNAL
It's the subtle indications in the market that give investors the greatest advantages. Otherwise, you are basically...