Click on a link below to view The Blue Sheets Commentaries - Our quarterly commentary on the global economy and securities markets.  If you would like to learn more about the history of the Blue Sheets click here.  ** A list of the firm's recommendations for the past year is available upon request.

		2009 Fall Managing Perpetual Uncertainty
		2009 July The World is Changing . . . Again!				2009 January Can Tim, Ben & Barney Pull This Off?
		2008 November "Everyone loves a sale . . . Right?"				2008 June "INFLATION is always and everywhere a monetary phenomenon.”
		2008 January "I'm from the Government, and I'm here to help you."				2007 Autumn "Stability Breeds Instability"
		2007 Spring Bling-Bling and the Optimist (Part III)				2006 Winter Bling-Bling and the Optimist (Part II)
		2006 Summer Bling-Bling and the Optimist (Part I)				2006 Spring Black Gold
		2005 Winter I See Somesing				2005 Summer Home Sweet ATM
		2005 Spring The Long and Short of It				2004 December I Love Sugar
		2004 April A Completely New Approach to Capital Conservation				2004 February CHINA - A Major Economic Force of this Decade
		2002 January What Were We Thinking?				2001 September FAI Response to 9/11 Terrorist Attacks
		2001 April I hate to tell you this, Virginia....				2000 January Bubbles, Roses & Ducks