Don’t Get Blindsided – Super Bowl Version LIII

Tips Direct from the NFL The past few years, I’ve written Super Bowl posts about the emotions of big financial market games often getting the best of investors (click here for last year’s version). This year, I was fortunate enough to collaborate with Jeff Locke, who has been a punter in the NFL since 2013 … More Don’t Get Blindsided – Super Bowl Version LIII

Outperformance in Down Markets 100% of the Time?

Yes, this title is a little click-baitish, but with all the other crazy headlines floating around I figured I’d throw out this provoking question. I didn’t make it up, however. How one could have outperformed “100% of the time” in the “longest” bear markets was detailed in a report published by a well-respected research center … More Outperformance in Down Markets 100% of the Time?

Holiday Colors

Try to stay focused on your goals and the often rewarding long-term green versus short-term red. On my way to the office this morning, I noticed many holiday decorations in red and green. They always bring me joy and I stopped to take the picture at the top of this post. Unfortunately, in the financial … More Holiday Colors

Chicken Fried and Cold Beer on a Friday Night

Can Investors Learn A Few Things From A Country Song? Those of you who know me well know that I am from Alabama and that I still have some Southern boy in me. Those of you who know a little country music may also recognize that the title of this post is based on a … More Chicken Fried and Cold Beer on a Friday Night

The Normal

Stocks Are Risky – This is Not the New Normal, It is The Normal The Dow Jones Industrial Average (DJIA) has dropped hundreds of points and has recently created alarming news headlines. This has not made any investor that I know feel good, but was this “The Normal?” Yes, this is a reference to “The … More The Normal

Betting Like Buffett

Private Equity vs. Index Funds This past week, I posted a blog about how the presentation of private equity returns can sometimes be quite misleading. I will admit that the title was a little click baitish (Fake News), but the post was meant to draw attention to a practice that is worrying to many: The … More Betting Like Buffett

Don’t Let Your Portfolio Get Sacked – Version LII

Are you ready for the big game? The poised Boston champion Pats vs. City of Brotherly Love, Rocky-like underdog Eagles. Beyond the entertainment of the Super Bowl, the NFL runs a business that generates exceptional returns. If marketing is your game, you could do a lot worse than to follow the lead of the NFL. … More Don’t Let Your Portfolio Get Sacked – Version LII

How Can You Perform Better? Do Less

Working hard is important, but many studies and my experience suggest that, to perform better, we should slow down and do less. I wrote about this subject not long ago in a post titled, To Think Better, Goof Off and Go For A Walk . After returning from today’s morning walk, what did I find as … More How Can You Perform Better? Do Less

To Think Better – Goof Off and Go For A Walk

Walking makes you think better and goofing off is good for you. And no, I’m not being goofy. Classical Greek philosophers understood well the benefit of a break.  Aristotle’s school of thought is called Peripatetic, which means “walking” or “given to walk about”, and members of his school were thought to do their best thinking … More To Think Better – Goof Off and Go For A Walk

Would Hedge Fund Investors Be Wise To Remember The Sage Wisdom of Monty Python?

Beware of Hedge Fund Holy Grail Quests and Their “Shadow” Costs  A lot has been written about hedge fund fees and their relatively poor performance (click here for the latest from Warren Buffett), but not much has been written about other “shadow” costs of adding what are often pitched as holy grail like risk reducing … More Would Hedge Fund Investors Be Wise To Remember The Sage Wisdom of Monty Python?