Category Archives: Kelly Letter Excerpt

The Sad Reason Keystone XL Doesn’t Matter

The following is from this year’s Note 5 of The Kelly Letter, which went out to subscribers last Sunday morning. The State Department on Friday released a final environmental study of the Keystone XL pipeline that increased the odds of the Obama administration approving it, providing pro-environment former Obama backers with yet another reason to […]

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Kelly Letter Subscriber Roundtable

The following is from the subscriber discussion with me regarding this year’s Note 4 of The Kelly Letter, which was sent on Sunday, January 26, 2014. It showcases typical interplay within this intelligent investment community, which is a helpful benefit of becoming a subscriber. ______________________________________ STEVE, posted 1/26/14 Regarding the Signal Strategy: Many readers are […]

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Hang In There, Colorado

The following is from this year’s Note 47 of The Kelly Letter, which went out to subscribers this morning. The part of Colorado I call home is underwater. Half a year’s worth of rain fell in just three days last week, and 24-hour totals of 10 inches have some calling the deluge a 1 in […]

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Beware Syrian War Drums

The following is from this year’s Note 44 of The Kelly Letter, which went out to subscribers this morning. Keep your cynicism at full sensitivity as the Syrian war PR machine hits its stride. This letter flagged Syria as the military’s next war du jour earlier this year, a typical installment on which going something […]

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Raw Dell Deal

The following is from this morning’s On The Desk research section of the Kelly Letter subscriber site. The Dell Deal Our own Dell (DELL $13.52) will go private for $24.4B, or $13.65 per share, paid by Michael Dell, Silver Lake, and Microsoft. With our cost basis at $15, we were hoping for more, and we […]

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