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Old Friends Seldom Change but Can Provide Valuable Information
Click here to view the pdf version. “A fool and his money are soon parted.” – Thomas Tusser News spread at the end of 2017 within my old...
Oct 1, 20185 min read


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...
Sep 1, 20186 min read
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...
Aug 1, 20185 min read


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...
Jul 1, 20186 min read


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...
Jun 1, 20184 min read


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...
May 1, 20184 min read


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,...
Apr 1, 20186 min read


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....
Mar 1, 20185 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....
Feb 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...
Jan 1, 20186 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...
Dec 1, 20174 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...
Nov 1, 20175 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...
Oct 1, 20173 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...
Sep 1, 20179 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...
Aug 1, 20174 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...
Jul 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....
Jun 1, 20175 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...
May 1, 201711 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...
Apr 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...
Mar 1, 20175 min read
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