My All-Weather Portfolio Report: Dramatic Climate Change And Mean Reversion Underway

2025-12-10 11:05:19 ET

Introduction

After a hiatus due to moving, I am happy to be back in action on Seeking Alpha.

Here in Chicagoland, we have experienced the snowiest winter start in 47 years. As of December 7, 17.1 inches of snow had fallen in Chicago. During the entire 2024-25 winter season just 17.6 inches of snow fell in the area. Similarly, the investing climate is experiencing historic events, as explained below....

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