The Art of Uncertainty

The Art of Uncertainty

On Tuesday, April 8, after watching my personal investment portfolio plummet for four days straight, I sought solace in the Wall Street Journal and found an article entitled “Here’s Why You Shouldn’t Check Your Portfolio Right Now.” The article concludes by...
Passive Active Managers

Passive Active Managers

In This Issue: The Fullness of Time | Vintage Analysis | When A long-term view. Buy and hold. Forever stocks … Almost all active asset managers, when asked about their competitive advantage, will use passive-sounding, undifferentiated language like this. This issue of...
The Algebra of Wealth

The Algebra of Wealth

“I’ve met hundreds, perhaps thousands of entrepreneurs, and I’m convinced the majority did not start companies because they could, but because they had no other options.”― From The Algebra of Wealth Once upon a time long ago, I was hunkered down at my desk generating...
Quantity Over Quality?

Quantity Over Quality?

In This Issue: More and Better | A Balancing Act | Measuring Quality Investment marketing can be a fun and fulfilling career offering the opportunity to learn about diverse investment strategies in vastly different world markets. But investment...