Monday, January 27, 2020

Economic Regimes and Asset Allocation: A Primer

Asset allocation is absolutely critical to long term investment returns. If you invest in one asset, it is almost certain you will lose >...

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Improving Buffett’s 90/10 Portfolio with Economic Regimes

My advice to the trustee could not be more simple: Put 10% of the cash in short-term government bonds and 90% in a very...

The Takeaway: Titan – The Life of John D. Rockefeller, Sr.

How do you distil an epic biography of over 800 pages into a single takeaway? Especially considering the enigmatic nature of the protagonist. During...

The Takeaway: The Book of Five Rings by Miyamoto Musashi

Let's start with a point of clarification. This is the book written by Miyamoto Musashi (translation by William Scott Wilson). There is another great...