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 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,[…]
I’ve got a week-long stay-cation coming up and I am really excited about it. Sometimes it’s necessary to unplug and just hit the reset button. I plan to spend a lot of time at the coffee shop reading, writing, and having some conversations. There is plenty of housework to catch up on as well. Most[…]
Weekend Reading Links 10/13/17 Well it has been another fun and busy week. I was constantly in motion doing a lot of writing, client calls, and kid events (nothing quite beats 3rd grade poetry night… a lot of reciting Shel Silverstein. I was sorry when the kid who picked Tennyson was not able to[…]
I cannot believe its October already. For me that means youth hockey season, Cubs playoffs, and teaching. This post is out late because of a volleyball tournament today. The parenting gig is a demanding one. I did read some interesting things this week in between the madness and wanted to share those. Let me know[…]
It has been an exciting and productive week, and now I hoping to find some downtime to get caught up on reading. However, I have a deck to stain, a finance class to prepare for, and of course, some kids to hang out with. I’m entering a very busy time of year, but plan to[…]
The Kraken’s power comes from its vast size and ability to wrap multiple tentacles around its prey. At the height of its strength it can drag the biggest ships under the ocean and devour them. As the Kraken grows, its reach expands into every corner of the ocean. This is how I view my investing[…]
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.[…]