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...
top of page
Investment Outlook
Search
- Dec 1, 2016
- 5 min
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, 2016
- 4 min
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, 2016
- 4 min
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, 2016
- 5 min
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, 2016
- 5 min
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...
- Jul 1, 2016
- 4 min
Markets Are Driven By Emotions
Click here to view the pdf version. “The Only Thing That Is Constant Is Change.” - Heraclitus I plan on keeping this monthly outlook...
- Jun 1, 2016
- 5 min
The Name Of The Game Is To Make Money
Click here to view pdf version. “Common sense is not so common.” – Voltaire Life as an independent investment manager can be quite lonely...
- May 1, 2016
- 5 min
Happiness and Market Returns
Click here to view the pdf version. “I'm not in this world to live up to your expectations and you're not in this world to live up to...
- Apr 1, 2016
- 5 min
Rising Sun
Click here to view the pdf version. “Japan's very interesting. Some people think it copies things. I don't think that anymore. I think...
- Mar 1, 2016
- 6 min
Best Portfolio Insurance on the Market
Click here to view the pdf version. “By failing to prepare, you are preparing to fail.” - Benjamin Franklin Insurance is a funny thing....
- Feb 1, 2016
- 6 min
Get Comfortable, It’s Going to Remain Bumpy
Click here to view the pdf version. “If you can’t explain it simply, you don’t understand it well enough.” - Albert Einstein In 1984, the...
- Jan 1, 2016
- 4 min
Forecasting and the New Year
Click here to view the pdf version. “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”...
- Dec 1, 2015
- 5 min
Violence, Underperformance and Bubbles
Click here to view the pdf version. “Violence is the last refuge of the incompetent.” - Isaac Asimov The horrific and cowardly terrorist...
- Nov 1, 2015
- 7 min
November 2015
Click here to view the pdf version. “Whenever you find yourself on the side of the majority, it is time to pause and reflect."- Mark...
- Oct 1, 2015
- 6 min
October 2015
Click here to view the pdf version. “Nobody goes there anymore. It’s too crowded.” – Yogi Berra Growing up I was never mistaken for an...
- Aug 1, 2015
- 6 min
August 2015
Click here to view the pdf version. “Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed...
- Jul 1, 2015
- 6 min
July 2015
Click here to view the pdf version. “Words make you think. Music makes you feel. A song makes you feel a thought.” - E.Y. Harburg I came...
bottom of page