One of the reasons people in the investment community respect Howard Marks so much is he says what he believes and lets the...
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Every now and again, we reach a moment in time when the scales fall from our eyes, and reality is revealed to us. We are now at...
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So, the whole house is down with Covid. I had some minor symptoms I assumed were vaccine side effects, but I kept testing negative. By...
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I wonder how far my view of the universe is from (objective) reality. My pal Dave Nadig suggests that we are all much...
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The Steve Jobs Archive is now up and running. I have been playing about it a bit, there is a lot to explore . . .
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Change starts from the bottom up. If you’re waiting for your elected officials to go against the grain, to foment...
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After yesterday’s discussion on the uncertainty monster, a friend who “loves perspective changers” reached out with a...
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Whenever I find something especially worthwhile online, I save a copy, just in case it disappears (e.g., see this). This...
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Source: Cold Takes Something to ponder during this long Memorial Day weekend: How we got here, and where we might be...
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Later today I will be appearing at the Strategic Investment Conference to discuss my investment philosophy. It’s a...
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