| January | April | July | October |
2018 | 'Observations from Down Under' | 'The Next 10 Years: Major Trends" | A World of Paradox (in a period of secular disruption) | |
2017 | 'The Donald, bulls and bears' | 'The Boomers' Dilemma... and why Johnny Depp may be like so many others" | 'Here comes the unintended consequences' | "Active vs. Passive... the debate rages on" |
2016 | "Wack-A-Mole Environment" | "Starve the Beast" | " The best laid plans" | "Bonds aweigh!" |
2015 | "Outlook 2015: The Uncomfortable Bull Market" | | "Dazed and Confused - The Great Rotation is Coming" | "You Can't Handle The Truth" |
2014 | "The Year of Synchronicity" | "The Middle Class Crisis" | "Get into The Zone" | "Ignore the Naysayers" |
2013 | "Better to be loved by the 47% and Feared by the 53%" | "With Apologies to Drunken Sailors" | "The Training Wheels are Coming Off" | "Not Your Father's Bull Market" |
2012 | "Keep Calm and Carry On" | A Surplus of Rhetoric, A Deficit of Results | The Abyss of the Dawn of a New Golden Age? | "Talk is Cheap" |
2011 | Conventional Wisdom, The Great Reflation and the Next Room | | | The Definition of Fair and the Myth of the Rich |
2010 | Eye of the Tiger - The Sun Sets in the West and Rises in the East | Taxing a Nation to Health | Try to Follow the Bouncing Ball | Is Greed Good? |
2009 | Annus Horribilis | The New, New Deal and the Death of Capitialism? | Where have you gone Joe DiMaggio? | A Different World |
2008 | Thirteen Trillion Reasons | Is the Train Leaving the Station? | A Litany of Worries | Buy Before the Sale Ends |
2007 | The Price is Right - Reload | A Broken Record - Sweet | Betting on the Eagle and the Red, White & Blue | The System Works - Bulls, Bears and Snake Oil |
2006 | These Days Fell Like the Old Days | Digesting Gains | Burning Down the Village in Order to Save It | Rocking But Noone Knows It |
2005 | Follow the Yellow Brick Road | The Bermuda Triangle, the Lockness Monster, the Yeti and Bull Markets | A River Runs Through It | Between a Rock and a Hard Place |