Client Newsletter Archive
Past
quarterly client newsletters are listed below. Typically, the
newsletters have a market overview and a summary of significant portfolio
changes during the quarter. If you would like to receive future
newsletters or other notifications regarding Sabino Investment Management,
L.L.C., click here to subscribe.
In Congress and the Fed We Trust - or Maybe
Not, January 9, 2013
All Eyes on the Fed, October 5, 2012
The Current State of the Global Financial
System and the Rise of Gold-Based Money, July 9, 2012
The Fed's Predicament, April 6, 2012
Tail Wags Dog - The Evolving Roles of Shadow
Banking, Regulated Banking, Sovereign Debt and Central Banks, January 9, 2012
The European Situation, October 2, 2011
The New Financial Order, July 11, 2011
Codependents: Congress, Treasury and the
Fed, April 12, 2011
The Worldwide Government Debt Binge, January
6, 2011
The Stimulate and
Inflate Policy Debate, October 1, 2010
Are Government Austerity
Programs for Real?, July 2, 2010
The Next Catalyst?, April 9, 2010
Who Will Buy U.S. Treasury Debt in 2010?,
January 5, 2010
Financial Markets Ignore the Real Economy,
October 10, 2009
Not so Great Expectations, July 6, 2009
Extraordinary Government Policies, April 8,
2009
The Economic Downshift, January 9, 2009
Financial Upheaval and the Expansion of Risk
Premiums, October 5, 2008
A Long Tunnel, July 6, 2008
Stepping Up the Nationalization of Mortgage
Finance, April 14, 2008
Restructuring the Global Financial System,
December 31, 2007
Monetary Inflation Trumps Credit Contraction
- For Now, October 8, 2007
The Financial Confidence Game - Subprime
Loans and Hedge Funds, July 6, 2007
Pop Goes the Residential Real Estate Bubble,
April 14, 2007
The End of An Exorbitant Privilege?, January
3, 2007
Housing, Mortgage Lending, and the Economy,
October 15, 2006
Central Bankers Rethink Policy, July 12,
2006
Sand in the Global Economic Gears, April 13,
2006
Early or Wrong?, January 1, 2006
The Residential Real Estate Boom and
Consumer Spending, October 16, 2005
The Interest Rate and Dollar Conundrums,
July 15, 2005
Opinion: Social Security and Medicare -
Sensible Wealth Transfers or an Exercise in Political Power, April 27, 2005
Another Transition for the Global Economy,
April 14, 2005
The Dollar Question, December 31, 2004
The Parallel Universe of Government Economic
Reports, October 13, 2004
The
Softer Side of the Economy, July 13, 2004
Alternate Versions of
Reality, April 14, 2004
Bubble Trouble? - The
Economic Debate Continues, January 17, 2004
Currency
Talk and Double-Talk, October 16, 2003
Borrowing
Our Way to Prosperity, July 15, 2003
Recycling
Dollars, April 15, 2003
Sources
of U.S. Economic Growth, January 1, 2003
Does Credit (a.k.a. Debt)
Really Matter?, October 15, 2002
Return
of the Risk Premium,
July 15, 2002
Dueling
Economists,
April 13, 2002
Can
the Fed Do its Magic?,
January 2, 2002
Market
Overview,
October 11, 2001
Pushing
on a String,
July 17, 2001
What
Recession?,
April 14, 2001
A
Time for Adjustments,
December 31, 2000
Market
Overview,
October 7, 2000
Free
Cash Flow and Share Buybacks,
July 15, 2000
Technology
Fluff vs. Cash,
April 1, 2000
The
Best of Times,
December 31, 1999
Dollar
Doldrums?,
October 11, 1999
Do
Interest Rates Matter?,
July 12, 1999
A
Divergent Market,
April 1, 1999
The Euro and its
Implications for
U.S.
Financial Markets,
Dec.
31, 1998
Sabino
Investment Management, L.L.C.
