Market Strategies & Insights
Market Memos Archive
The 1960’s comments were done at Gerry Tsai’s Manhattan Fund; the ones between 1970 and July 7, 1980 at Putnam Management. (The lists are not complete.) Then, from July 23, 1980 through January 2017 I published weekly memos and special interim updates for institutional clients through Deemer Technical Research; that list is complete (both the really, really good ones and some that are, well, rather embarrassing). Most also include charts of individual stocks, sectors, and market indicators.
I created the archive so people could see what the market environment looked like to me at the time, and hope you enjoy them.
— Walter Deemer
P.S. My thanks to the Tabell family, who gave me the idea to create an archive of my memos, after they created a repository for their 1944-1992 Tabell Market Letters. Visit their site for more “real-time” market commentaries.