How Buffett Became a Midwestern Manjusri
If you spend any time at all in the world of investing, you very quickly realize how many clever people you're competing against. I...
2018 Book Recommendations
Welcome to my book recommendations for 2018. As always, books are listed by genre and scored on a 5-point scale. You can find my lists...
2017 Book Recommendations
Someone asked on Twitter recently, "What books did you read this year that you'll re-read within the next 5 years?" I started asking...
The power of informed consumers
It often feels like the balance of power between consumers and business is frustratingly lopsided. We're constantly being sold things we...
Lessons from the Real Estate Dynasties of New York
No city is more synonymous with deal-making than New York, and its skyline automatically conjures up images of commerce and finance. So...
Why a foolish consistency could sink Anthony Martial - and your portfolio
After a brilliant display against Real Madrid, Manchester United forward Anthony Martial was urged by manager Jose Mourinho to produce...
You magnificent ba**ard, I read your book!
There’s a famous scene in the movie Patton where the maverick general George Patton looks out at a retreating German army and growls,...
Thinking In Systems
I've been thinking over the past few weeks about two seemingly unrelated phenomena. First, the fact that humanity has been...
In Defense of Jose
It's hard to believe I'm writing this post. Four years ago, I was as anti-Mourinho as they come, and to my eternal shame, preferred David...
Dangerous thoughts on the next crisis
There's an old trading aphorism that markets climb a wall of worry. Over the past 8 years, that wall has been even higher than usual....
