It’s been four months since I sent out my last commentary, and I’m mildly concerned. I started writing a four-page paper newsletter in 1994. Fourteen years and forty- five issues later, I switched to a shorter commentary that I email and post to my website. Many of these are still in the Commentaries and Archives section of my website:
Why I haven’t written lately? I have lots of good reasons:
Semi-Retirement: I declared this new phase of my career in Bob’s Quarterly Update in 2004. I’m still working, but gradually take more time off each year.
Turning 70: This milestone should be an adequate reason to not feel guilty about writing commentaries or anything else, but I like ranting to a crowd, and love it when I get feedback.
The stock market and economy seem fine: The one thing that motivates me to write with urgency is when I think my clients are worried or scared about the volatility of their investments. Despite having a deranged president, the stock market seems not to care that much.
Preaching to the Choir: I don’t expect to change any minds with my thoughtful analysis since I doubt if there are more than two people on my mailing list who voted for Mr. Trump.
One issue that has not been a factor is lack of topics to write about. Here are some commentaries I considered, but never started:
So, I guess this counts as a commentary. I can be guilt-free for a few more months, but maybe this is what I needed to kick-start myself again. Thanks for reading.