Investment Outlook

Sep 1, 2018
6 min

The Emerging Markets Story – Value Coupled with Volatility

Click here to view the pdf version. "The stock market is filled with individuals who know the price of everything, but the value of...

Aug 1, 2018
5 min

The Unspoken Sin of Investing

Click here to view the pdf version. Many professional investors throughout their careers tend to favor one of the two major styles of...

Jul 1, 2018
6 min

Self-Made and A Boss - Now What?

Click here to view the pdf version. “Do the one thing you think you cannot do. Fail at it. Try again. Do better the second time. The only...

Jun 1, 2018
4 min

Advisers Stick to Fundamentals Amid Renewed Volatility

Click here to view the pdf version. “It’s tough to make predictions, especially about the future.” - Yogi Berra I tend to be quite...

May 1, 2018
4 min

Adult Swim Only

Click here to view the pdf version. “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” - Abraham...

Apr 1, 2018
6 min

Employee Stock Ownership – Risks and Rewards

Click here to view the pdf version. “Money can’t buy happiness, but it can buy you the kind of misery you prefer.”- Author Unknown Today,...

Mar 1, 2018
5 min

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....

Feb 1, 2018
6 min

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, 2018
6 min

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, 2017
4 min

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, 2017
5 min

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, 2017
3 min

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, 2017
9 min

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, 2017
4 min

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, 2017
5 min

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, 2017
5 min

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, 2017
11 min

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, 2017
5 min

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, 2017
5 min

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, 2017
5 min

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...