Who Is The Guy Behind This Site?
I am a capitalist and investor.
I am self described market academic, who not only enjoys the intellectual pursuit of finding meaning in the tea leaves, but also feels that having good global knowledge makes one a good global citizen. I read a ton from varied sources in order to try and get a rounded perspective on what goes on in the world. Lastly and most importantly, however, I am a capitalist and investor. My thoughts are that it takes entreprenurial strength and intellectual horsepower on an individual basis to have a successfully growing economy on a collective basis. My hope with this blog is to attract a few like-minded individuals who will appreciate my attempts at deciphering the world stage and outlining my thoughts on its investment implications.
Here's how to find me online:
Like so many other people in America I get excited about football season. Part of it is just my eternally optimistic hope that the Bears will be competitive and make a run deep into the playoffs. Second to that though is the chance for fantasy football domination. I have to admit that my performance the[…]
Is your financial advisor a complete fraud? It seems like a ridiculous question, however it is more common than you may think. And the stakes are high. The wrong financial advice can cost you big, potentially your entire life savings. Smart personal financial management relies on avoiding big mistakes and one of the biggest mistakes[…]
“Risk is like fire: If controlled it will help you; if uncontrolled it will rise up and destroy you.” – Theodore Roosevelt The world of investments is one about the detection and sizing-up of risk. The iron-clad rule of finance is that with a higher expectation of return, you need to take on additional risks. […]
That is the question – that I received late last week. It was getting late and I was beginning to wonder if I would have a post ready for next week, when I received a text message from my friend. “Hey buddy, what’s up with this Roth IRA thing? Is this something I should invest[…]
In April of 2016 I had the opportunity to go see Tom Ricketts, CEO of Inland Capital and owner of the Chicago Cubs, speak at a CFA Society of Chicago event. As a finance nerd, and Cubs fan, I was very excited, and his talk did not disappoint. And even though he was talking about[…]
One podcast I frequently listen to is Tim Ferris. He always has interesting guests and he is a fantastic interviewer. One question that he often asks his guests is: if you could teach any class to eighth or ninth grade, what would it be and why. A lot of the highly successful, intelligent folks on[…]
In June, the chairwoman of the Federal Reserve, Janet Yellen, held a press conference after the two-day meeting of the Federal Open Market Committee (FOMC) meeting. The big announcement was that they left interest rates unchanged. The market yawned, fully expecting this. The talking heads, however, needing to fill air-time, arm chair quarterbacked it like true professional spectators. “What about this[…]
I have heard a lot of talk about this John Oliver clip and finally just got around to watching it. I have seen this most often on Twitter, most often accompanied by a headline such as, “John Oliver eviscerates the retirement industry” or the even more dangerous “Oliver tells you why your 401k is ripping you[…]
It’s that time of year again, where we see all sorts of famous people tell the graduating class of 2016 to follow their dreams. These speeches, while often motivational, funny, and uplifting, seldom offer firm advice on how to work in the world. A wonderful exception is Charlie Munger’s commencement speech to the graduating class[…]
Notes on The HEAD Game: High Efficiency Analytic Decision-Making and the Art of Solving Complex Problems Quickly by Philip Mudd When is the last time you had to make a big decision? When did you last have to act on incomplete or vague information? Most professional service careers require the ability to make decisions based on[…]