Periodic Commentary
  These commentaries were my attempt to communicate my thoughts to clients at the time they were written. They began when the stress levels in the financial markets were extremely intense. I recognized that it would be impossible to have a one-on-one conversation with every client and I deeply felt the need to do that. Fortunately, the internet made the communications listed below possible. I believe they served my clients well during the worst market decline since the 1930’s. Analyses, using rolling ten year periods produced similar results.
 
No. Date Sent  Subject Line [CLICK TO VIEW THE COMMENTARY]
17 10/01/07 Crazy Markets -- What to Do?
16 02/28/07 Scary Days & Returns on Stocks
15 10/17/06 Four Years Later -- History Lessons Confirmed
14 07/19/06 Thoughts on Real Estate
13 06/21/05 2005 -- Something for Everybody!
12 12/15/04 Holiday & Year-End Thoughts
11 08/27/04 Third Quarter Newsletter -- Electronic Copy Attached
10 06/23/04 Months of Drifting: Are we lost as sea? Is the wind shifting?
9 01/23/04 2003 -- How Did We Do & What Can We Expect for 2004?
8 11/05/03 Bull Market -- 13 Months & Counting
7 09/03/03 Mid-Year Thoughts – Question & Answer
6 07/15/03 Mid-Year Thoughts
5 05/19/03 If we're getting better, why does it feel so bad?
4 01/09/03 It's as bad as it gets; it doesn't get any better than this!
3 10/31/02 October is History: Now What?
2 10/01/02 Bear Killer Months
1 08/09/02 Bear Market History & What If's for the Decade 2000-2010

 

 

 

 

 

 

 Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA/SIPC
James O. Davis, Registered Representative [California Insurance License #0712211]