Each quarter Saybrook Capital publishes an Investment Review discussing our outlook concerning the economy, financial markets, and other important issues. This report is customized for each client, but here we provide a generalized version of the most recent quarters. (PDF format.)
December 31, 2007 - "2006 Review and 2007 Outlook"
Sept 30, 2007 - "2007 Credit Crisis"
June 30, 2007 - "LBOs, Mergers, and Beneficial Uses of Corporate Cash"
March 31, 2007 - "A Look at International Markets"
December 31, 2006 - "2006 Review and 2007 Outlook"
September 30, 2006 - "Long-term Advantages of Undervalued Growth Investment Strategy"
June 30, 2006 - "Inflation or Recession?"
March 31, 2006 - "Staples, Inc"
December 31, 2005 - "Strong Economy; Low Valuations"
September 30, 2005 - "The Ugly Sisters: Katrina and Rita"
June 30, 2005 - "The Self-Defeating Consensus"
March 31, 2005 - "The Wall of Worry"
December 31, 2004 - "Review of 3-Part Market Model"
September 30, 2004 - "Surging Corporate Cash Levels"
June 30, 2004 - "Confidence in a Soft Patch"
March 31, 2004 - "Investment in Energy"
December 31, 2003 - "2003 Review and Long-term Outlook"
September 30, 2003 - "Saybrook's Investment Philosophy Pyramid"