From: February 2019

Alpha …Continued

I wrote about Alpha a few days back and it has been a continued topic of discussion for me in my meetings and calls this week. Ben Carlson wrote this excellent pice titled ‘First Mover Alpha‘ that has a great explanation of how alpha changes over time – at least in the public markets. Read …

Green Beans and Orange Bears

I have a couple of charts to show you today… First is a chart of the price of coffee: Coffee prices are down 70 percent since 2010…no wonder Starbucks is back at all-time highs. Imagine if they sold weed… Charlie Bilello posted this market statistic on bear markets that caught me by suprise… From its …

The Daily Grind

I am really struggling with my writing. The rest of my life is fantastic… so only the daily readers are suffering with my struggle. I do feel your pain. I have always assumed that by writing something every day on this blog, my writing habit would just get stronger and writing would just be easy. …

The Writing Experiment

I gave my son Max an extra ‘work’ assignment for his second semester of college…three paragraphs about his daily life. I set up a Google document and told him not to stress about grammar and just let it flow. The blank page is a daunting beast each and every day. I was not sure what …

Fat Nixon and Nat Faxon

This weekend, Ellen and I binged on the hysterical season 2 of Netflix show ‘Friends from College‘. Season 1 is great as well. I think Fred Savage steals every scene he is in, but the whole cast rocks. At the end of each show, Ellen and I would just look at each other and laugh …