Quarterly Letters and Reports
The quarterly letters and reports listed below illustrate the transparency of Wenzel Analytics, the evolution of my approach to investing, and my response to varying markets.
Letters to Clients
Sample Client Report 2025-Q2
Client Letter 2025-Q1
Client Letter 2024-Q4
Client Letter 2024-Q3
Client Letter 2024-Q2
Sample Client Report Q4-23
Client Letter2023-Q3
Client Letter 2023-Q2
Client Letter 2023-Q1
Client Letter 2022-Q4
Client Letter 2022-Q3
Client Letter 2022-Q2
Client Letter 2022-Q1
Want more History?
Contact me if you are interested in letters to clients or performance history going back to when I began managing Other People's Money (OPM) (1/1/2002)
Many research papers or studies have been deleted from this new site but are available.