Talkers vs. Doers
Click here to view the pdf version. “An intellectual is a man who takes more words than necessary to tell more than he knows.”- Dwight D....
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Feb 1, 20186 min read
Should You Put All Your Eggs In One Basket?
Click here to view the pdf version. "An investment in knowledge pays the best interest." – Benjamin Franklin I enjoy traveling very much....
Jan 1, 20186 min read
Two Americas: Why, now more than ever, inequality must be confronted to protect economic stability.
Click here to view the pdf version. The systemic risks facing today’s bull run can be traced back to the escalation of inequality. To...
Dec 1, 20174 min read
Professional Investors Manage Risk
Click here to view the pdf version. “No winter lasts forever; no spring skips its turn” – Hal Borland Go for It! Swing for the fences! No...
Nov 1, 20175 min read
Isaac Newton Learned About Financial Gravity the Hard Way
Click here to view the pdf version. “History doesn’t repeat itself, but it often rhymes.”- Mark Twain For this month’s newsletter, I...
Oct 1, 20173 min read
Keeping Up with the Joneses
Click here to view the pdf version. Make yourselves sheep and the wolves will eat you.”- Benjamin Franklin Ask a professional money...
Sep 1, 20179 min read
Robert Shiller on Bitcoin and Speculative Bubbles
Click here to view the pdf version. “All money is a matter of belief.”- Adam Smith Digital Currencies have received a lot of attention...
Aug 1, 20174 min read
Who Wins – Stock Pickers or Portfolio Managers
Click here to view the pdf version. “Victorious warriors win first and then go to war, while defeated warriors go to war first then seek...
Jul 1, 20175 min read
Skilled Investment Managers Back In
Click here to view the pdf version. “A man always has two reasons for doing anything: a good reason and the real reason.”- J.P. Morgan On...
Jun 1, 20175 min read
Markets, Politics and Hypocrites
Click here to view the pdf version. “A vacation is having nothing to do and all day to do it.”- Robert Orben It finally happened....
May 1, 201711 min read
The Best Investor You’ve Never Heard Of
Click here to view the pdf version. For this month’s newsletter, I am reposting a Money Magazine article, originally published in 2000...
Apr 1, 20175 min read
Bells Don’t Ring at Market Turning Points
Click here to view the pdf version. Knowledge is knowing that a tomato is a fruit, wisdom is not putting it in a fruit salad. – Miles...
Mar 1, 20175 min read
Howard Marks – Random Thoughts on the Identification of Investment Opportunities
Click here to view the pdf version. It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t...
Feb 1, 20175 min read
Step Back and Take a Deep Breath
Click here to view the pdf version. “You don't want too much fear in a market, because people will be blinded to some very good buying...
Jan 1, 20175 min read
The World Is Better Off Than You Think
Click here to view the pdf version. “We will open the book. Its pages are blank. We are going to put words on them ourselves. The book is...
Dec 1, 20165 min read
The Wild Card Scenario
Click here to view the pdf version. “You better cut the pizza in four pieces because I'm not hungry enough to eat six.” - Yogi Berra...
Nov 1, 20164 min read
The Value of Investment Advice
Click here to view the pdf version. “It takes a great man to give sound advice tactfully, but a greater to accept it graciously.” - Logan...
Oct 1, 20164 min read
Optimists Have Reality On Their Side
Click here to view the pdf version. “Keep your face always toward the sunshine – and shadows will fall behind you.” - Walt Whitman Autumn...
Sep 1, 20165 min read
Don’t Lose
Click here to view the pdf version. “Whoever said, ‘It’s not whether you win or lose that counts,’ probably lost.” - Martina Navratilova...
Aug 1, 20165 min read
Less Is More
Click here to view the pdf version. “Sharing a common outcome with large numbers of fellow citizens creates a mutually reinforcing social...
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