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:
Currently Reading: The Square and the Tower: Networks and Power from the Freemasons to Facebook by Niall Ferguson Best For: Anyone interested in strategy and power. Especially people who like to hear about popular historical episodes from different perspectives. Favorite Quote: On Ben Bernanke and the Federal Reserve response to the Great Financial Crisis “By[…]
When should you take social security benefits? It is one of the most common questions people ask me when they are getting ready to retire. There have been innumerable posts written about when you should take benefits. None of the ones I saw seemed very robust. So, I decided I needed to hit the Excel[…]
What’s Wrong with Warren Buffett? Its that time of year again when the CEO of Berkshire Hathaway releases his famous letter to shareholders. It always comes out to great fanfare, as most of the investment world holds him up on a pedestal. He is unique in that he is not only considered the greatest investor[…]
Weekend Reading Links 12/08/17 It’s been a busy but productive and incredibly exciting last few weeks. I recently started a new position which has been excellent. I joined the trust department of a very highly respected community bank to help build out the investment process and grow the overall wealth management offering. As I[…]
Weekend Reading Links 11/17/17 Happy weekend and welcome to a late edition of the reading links. It was an exceptional week this week with a lot going on. I spent a lot of time grading finals and attending kid events which did not leave much room for reading and writing. There are some other exciting[…]
The Most Important …. Man for All Markets Top lessons from two of the greatest investment minds of our time. This summer’s investment curriculum included two books which I was very excited to read. The Most Important Thing by Howard Marks And A Man for All Markets by Ed Thorp To start with[…]
After a week off to carve pumpkins, take kids treat-or-treating, and to go see Thor: Ragnorak, the links are back. It has been a productive and enlightening couple of weeks with a lot of interesting things to read, but before I begin I want to share an excerpt from the book I am reading, Titan:[…]
This was a week spent out of the office, away from the 9-5, but still plenty busy. I was at the coffee shop most days reading, writing, grading, and meeting with great people. I got to spend a little more time with the kids and even snuck in a nap or two. All in all,[…]