Somebody Somewhere Is Doing Something Stupid
I started my career in global macro investing in 2008. As you can imagine, it was a complete baptism of fire. Storied institutions like...
Don't Let Fake-uanimity Get You
I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally...
The Curse of Complacency
I've been thinking about complacency a lot lately. We're approaching the 10-year anniversary of the collapse of Lehman Brothers, but with...
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...
6 things I learned in 2016 from watching markets & Manchester United
"Some people believe football is a matter of life and death...I can assure you it is much, much more important than that." - Bill...
Building A Muscular Portfolio
Any investor worth his salt spends as much time thinking about portfolio construction as he does about security selection....
