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Third Quarter Investment Report – Higher Bond Yields Halt Stock Market Rally
Click here to view the pdf version An increase in bond yields over the final weeks of the third quarter interrupted the stock market...
Oct 23, 20234 min read


Intelligent vs. Smart
Click here to view the pdf version “In theory, there is no difference between theory and practice. In practice, there is.” – Albert...
Sep 14, 20239 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 I wrote the below newsletter...
Aug 15, 20234 min read
Second Quarter Investment Report – Equity Market Performance Led by Technology Shares
Click here to view the pdf version Equity markets continued to rally throughout the second quarter led by the technology sector, as...
Jul 21, 20233 min read


The Good Fortune of Being Born in the Right Place at the Right Time
Click here to view the pdf version “I received a letter just before I left office from a man. I don’t know why he chose to write it, but...
Jun 20, 20237 min read


Best Story Wins
Click here to view the pdf version “In order to win a man to your cause, you must first reach his heart, the great high road to his...
May 16, 20237 min read


The Seven Virtues of Great Investors
Click here to view the pdf version “We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas...
Apr 17, 20236 min read


Managing Risk for Ordinary Investors
Click here to view the pdf version “History is written by the winners.” ― Napoleon Bonaparte Market anxiety is high while confidence is...
Mar 20, 20236 min read


The Fear of Missing Out
Click here to view the pdf version “The secret to happiness is freedom … and the secret to freedom is courage.” —Thucydides It has been...
Feb 15, 20234 min read


Why I Avoid Mutual Funds
Click here to view the pdf version “The first step towards getting somewhere is to decide you’re not going to stay where you are.” —J.P....
Jan 18, 20236 min read


Ordinary Investors Who Jumped Into Crypto Are Saying: Now What?
Click here to view the pdf version “The long-term success of a relationship depends far more on avoiding the negative than on seeking the...
Dec 20, 20229 min read


Setting the Stage for Long-Term Investment Success
Click here to view the pdf version “People are willing to get short-term gains at the risk of long-term choices.” - Rick Rubin This past...
Nov 16, 20225 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 19, 20225 min read


Stop the Doomscrolling
Click here to view the pdf version “It’s amazing that the amount of news that happens in the world every day always just exactly fits the...
Sep 19, 20225 min read


A Cost-of-Living Mess
Click here to view the pdf version "What the wise man does in the beginning, the fool does in the end." — Warren Buffett I believe in the...
Aug 18, 202211 min read


When Markets Are Tricky, Play Defense
Click here to view the pdf version “Notice that the stiffest tree is most easily cracked, while the bamboo or willow survives by bending...
Jul 13, 20227 min read


Sound Judgement Over Pedigree
Click here to view the pdf version “If you need to invoke your academic pedigree or job title for people to believe what you say, then...
Jun 9, 20228 min read


Fear is a Powerful Emotion
Click here to view the pdf version "Fear is the path to the Dark Side. Fear leads to anger, anger leads to hate, hate leads to...
May 18, 20226 min read


Stocks or Real Estate?
Click here to view the pdf version "We don't have to be smarter than the rest. We have to be more disciplined than the rest." -Warren...
Apr 13, 20226 min read


Hasty Decisions are Often Wrong
Click here to view the pdf version “Patience is the key of joy; but haste is the key to sorrow.” – Arabic Proverb Years ago, when I...
Mar 15, 20226 min read
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