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Holiday Colors
Try to stay focused on your goals and the often rewarding long-term green versus short-term red. On my way to the office this morning, I noticed many holiday decorations in red and green. They always...
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Outperformance in Down Markets 100% of the Time?
Yes, this title is a little click-baitish, but with all the other crazy headlines floating around I figured I’d throw out this provoking question. I didn’t make it up, however. How one could have...
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Don’t Get Blindsided – Super Bowl Version LIII
Tips Direct from the NFL The past few years, I’ve written Super Bowl posts about the emotions of big financial market games often getting the best of investors (click here for last year’s version)....
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The Council of Leading US Economists Predict Dow 100,000 During Trump
The title of this post is the headline out this morning from the Council of Leading US Economists (C.L.U.E. for short). According to the organization, C.L.U.E.’s prediction is based on their latest...
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Rock Science
This past weekend my family was fortunate enough to spend time on Martha’s Vineyard and I smiled when seeing this old sign again. It has sat for many years at the edge of a grass airfield – a simple...
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To Learn More – Play More
Push push push… Work more, research more, analyze more – faster and faster. Sound familiar? I can’t speak to all types of business, but over my career in and around the investment world, I’ve...
View ArticleWatch the Cash Flow
The following is a quote from a breakfast that I recently had with a long-time senior executive and UHNW private direct-deal investor. “We all know that the D and A in EBITDA can be ‘delusional...
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The Good Story – Part II
The past few weeks have a lot of people in the financial world making comparisons to the 2008-2009 financial crisis. This is understandable, as markets have fallen and day-to-day swings are...
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What Would My Granddaddy Say?
“Son, I wouldn’t do that. It don’t make good sense.” “Yes, Sir.” “I told you once, and ain’t going to say it again, don’t do that.” “Yes, Sir.” The next thing I knew, I was literally knocked off my...
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Help Others Hug Again
Fear that I would not be able to hug my Mom again. This is my motivation for writing this personal post. My Mother was found alone on the floor after being there for an estimated three days. Why?...
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