Welcome to the Dunlap Investment Newsletter!âPlayfully Controversial,â the Dunlap Investment Newsletter is a twice-monthly publication, presented in a straight-forward manner and spiced with a sense of humor, as I share with you commentary on the changes and unusual developments in the financial marketplace. 323-976-1195
A Wall Street Subscriber wrote:
The Newsletter is thoughtful, candid and entertainingâ¦unlike any industry newsletter out there.
My name is Fred Dunlap and I have been an active investor for more than 20 years. Sure, I spent 30 years as a businessman, including being CEO of billion dollar companies in the healthcare industry. But as I started to save money, I decided that I better figure out quickly how to invest if I wanted to protect my assets and grow them. So I took it upon myself to study the markets and become a seasoned investor.
But I am not your typical investor, scouring and poring over individual stocks. Instead, Iâm a macro-investor, which means that I study the directional tendencies of financial markets. These tendencies are certainly impacted by economic dataâthings like unemployment figures, inflation rates, GDP growth rates and public company earnings reports. But financial markets are also responsive to Geo-Political events, changes in Currency Exchange Rates, Commodity Prices and Central Bank decisions. I respect how each of these factors can impact the direction of markets, which then dictate how I choose to invest. Said plainly, if Iâm going to enter a race, Iâd rather be running with the wind behind me.
To be certain, the stock and bond markets also move in response to US election news and the weekly/daily decisions made by the dream teamâyes, our politicians. Whether their decisions are intelligent or not, they all impact the direction of the stock and bond markets. And since Iâm politically agnostic, I donât hesitate to call out âridiculous decisionsâ when I see them, bluntly criticizing political and financial leaders when they deserve it, regardless of their party affiliation. This means mistakes and short-sighted decisions are exposed and discussed routinely.
Subscriber James G. Carlson, Former CEO of Amerigroup Corporation, wrote:
Fred offers a fresh voice and perspective on âthe rhetoric vs. the realityâ of financial news of our times. Â He is a very astute observer of the intersection of global financial topics, how markets work, and how the human element affects them. Â The topics he discusses would help most people who are trying to figure out things ranging from where to allocate their 401(k) contributions to understanding why markets fluctuate globally, and how these factors may impact their own financial interests.
In the Dunlap Investment Newsletter, a blend of humor and financial analysis, thereâs all of this and more, a common sense, easy-to-understand view of the financial marketplace. So take a ride with me and, along the way, youâll have some laughs while learning up-to-date news and views that will guide you toward better understanding the investment world.
ABOUT FRED DUNLAP
pepper sauceFred Dunlap is the former CEO of XLHealth Corporation, a private equity-backed healthcare company which was sold to UnitedHealth Group in 2012. He is a seasoned equities investor, sharing his analysis and views through the Dunlap Investment Newsletter. He is also a founding partner in Guidon Partners, a private equity firm focused on leveraged buyouts and growth equity investments in the healthcare industry.
Fred is also the author of bottle tree, a motivational book about leadership and management. Fred wrote The Dunlap Rules as a tribute to his parents, two of the finest leaders he has ever witnessed. The Rules are about Leadership, but they are also about techniques used to build Winning Cultures. That applies at home too, with parenting and dealing with lifeâs challenges.
Fred has been writing the Dunlap Investment Newsletter for a select group of 300 subscribers since early 2014. Now he wants to share it with you.
Learn more about Fred at FredDunlap.com.