Prior to 2009, not all of the old CJ Newsletters will appear - only the ones with "meaningful" content. Such content would include theory, explanations and other information that has some relevance today or will help you understand current market and economic conditions better. If an older letter has only some meaningful content, only that portion of the original letter will appear here.
December - When Statements Lie - ROC Dividends
March - The Trump Card
September - Wrongheadedness
August - You May Not Want What You "Deserve"
June - Large Perspectives
March - Spotting/Measuring the Bear
December - Misusing Financial Engineering
October/November - Charting a Course
September - Self-Made Pain
May/June - Property Rights and "Fairness"
April - Why the Fed Does Not Want to Raise Rates
February - The Greater Fool Theory
December - Apply Liberally. Rinse. Repeat.
October - Interest & Exchange Rates
September - The Cost of Regulation
August - The Laws of Nature
July - Witnessing History?
Jun - Securities Risk Management
May - Chart Review
March - Misunderstanding Capitalism
February - If You Don't Keep It, You Never Made It
December - So What?
November - The Crash Course
October - Governmento Obscuro
September - Has the Inevitable Arrived?
August - It's a Technical Market
July - Market Assessment & Gold
June - Fingers of Instability Redux
May - The Value of Money
April - The Liquidity Monster
February - Risk Assets
December - Hard Lessons
November - Omnibus
October - Bastiat the Genius
September - The Nominal Versus the Actual
August - You May Not Want What You "Deserve"
July - Logical Consequences
June - Why TCM Client Portfolios are Positioned as They Are
May - Everything is NOT Fine
April - Steroids & Soft Walls
March - Economic & Market Assessment
February - The Purchasing Power of Money
January - Thoughts about 2012
December - One-trick Pony?
November - Party Time or Party Over?
October - Reasons Why the US Economy is Stuck
September - Cyclic History
August - Ignorance is NOT Bliss
July - Herding Behavior in Investing
June - Truth or Consequences?
May - This is STILL America!
April - Market Base or Market Top?
February - Dow 12000 Redux - Now What?
January - Thoughts About 2011 & Beyond
December - The Last Bubble?
November - Roth Conversions
October - The Wile E. Coyote Market & Economy
September - The Relevance of the P/E Ratio
August - Bear Market Tactics, Tracking Error and the SEC
July - Chicken Little Redux
June - Economic Law
May - So Much Things to Say
April - A Brand New Trend
March - Why Greece Matters
February - A Correction or Worse?
January - Investment Risk
December - The US Government Shows Its Economic Impotence
November - Another Head-fake?
October - Do Stocks & Gold have "Legs?"
September - Trust, Society, Government, Investing & Gold
August - Short-term Bull, Long-term Bear
July - Tunnel Vision
June - The End of the US Dollar?
May - Selling the "New Bull Market"
April - Investment Timing
March - Government Policies - Solutions or Problems?
February - Stimulus?
January - US Government Policies Will Not Fix Its Economy
December - Betrayed by Our Own Government?
November - Greenspan's Legacy
October - The Price We'll Pay
August - You May Not Want What You "Deserve"
April - Not-So-Free Markets?
March - It's Obvious
February - Let's Repeal the Law of Gravity, Too
November - See No Evil...
October - The Fork in the Road
September - Freedom Also Means Freedom to Fail
August - Crunch
March - Jump Off or Keep Riding the Bull?
November - Fingers of Instability
September - Dominos Falling
July - The New Big Lie
July - Even Keynes Wouldn't Approve
