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:
Weekend Reading Links 9/22/17 I just got back from a great trip to New York City. I was asked to go out for the week to work with our office out of Tarrytown (30 miles north of NYC) so I took the opportunity and went out early with the wife to do some touristy sight-seeing.[…]
Weekend Reading Links 9/08/17 For those of you who had enjoyed the weekend reading links, (and there were a couple of you out there) sorry for the summer break. I stopped when we took our Disney vacation in the beginning of June and ended up taking the rest of the summer off. I tried[…]
Cryptocurrency is the hot new thing. It seems that everyone these days is catching the crypto-bug. Whether Bitcoin or Ether, or any of the hundreds of other digital currency offshoots, here is the rundown of what you need to know from a professional investor’s perspective. In my job of managing money for a living I[…]
The Fed continues to execute according to plan. The market had largely anticipated the recent move by the Fed to raise short-term rates by 0.25%. They liked the more the even-keeled and cautious tone that Fed chairwoman Janet Yellen conveyed in the press conference. Per Binyamin Appelbaum of the New York Times: Figure 1: Ebullient(adj.)[…]
He is one of the most powerful investors in the world, at the head of the world’s largest pool of investment capital, and chances are you have never heard of him. Most people know who Warren Buffett is. If you are really into investments you have heard of some of the other influential players like[…]
The Holy Grail of Investing Sometimes the allure of the myth overwhelms the reality. The reality is that good investing is hard. The Holy Grail of investing is a system that can be employed to consistently beat the market. Countless investors have destroyed fortunes in search of this Holy Grail. Factor-based investing, trend-following, technical analysis,[…]
Links 1/27 It’s hard to believe that January is almost over. I hope you are still on top of your resolutions. Remember, that if you can make it 30 days, your odds of success goes up dramatically. Hang in there, and enjoy some weekend reading. To Start: Amazon has got something for you Star Trek[…]
Hello everyone, and welcome to the first Weekend Reading Links of the New Trump World Order. I will spare you my feelings on the topic except to say that this is the world we live in now and I still plan to work hard at making myself better and providing as much value to the[…]
Have you ever wondered if you have enough saved up for retirement at this point in your life? If so you are not alone. In fact, after I was asked again recently “Right now I have xxx in my 401k. How do you think I’m doing?” I went to go look up some of the[…]