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Policy in a World of Pandemics, Social Media, and Passive Investing

Investment Implications of Flattening the Curve

White Paper

The Illusion of Skill - Evaluating Funds With Skewed Distributions

     The Sharpe Ratio: A Blunt Weapon - Hiding the Risk of Asymmetric Returns

The Rhythm of Movement

“The most exciting rhythms seem unexpected and complex, the most beautiful melodies simple and inevitable.”

-- W.H. Auden

I am absolutely crazy about Pink Floyd, though maybe not quite as nutty bonkers about them as I was during m...

What Lurks Inside, and Outside

“When you know a thing, to hold that you know it; and when you do not know a thing, to allow that you do not know it -- this is knowledge.”

-- Confucius

Last week Los Angeles experienced what us Southern Californians call...

From Calm to Chaos

"Assumptions are the termites of relationships' ~ Henry Winkler


I warmly recall my long-ago best friend Darren. In the late 90’s, he and I were an unstoppable riot act, laughing our way through hours upon hours of conversation, hang...

Time's Up - Time Is the Greater Evil

"Time is the longest distance between two places"  ~ Tennessee Williams

When I was a little boy, I remember the excitement in the room the day my father brought home our first stereo. There was this silver box,...

Great managers often make their best trades when the market hits an air pocket. Two weeks ago, Wayne Himelsein, one of my managers, told us he sold AMD. Last week he invested the proceeds in Take-Two Interactive. Even in the midst of a turbulent mark...

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