MORE’s Law: Technology’s Greatest App Will Be Science
There is so much more I don’t know now than when I started as a portfolio manager twenty-four years ago. I don’t wrestle with this fact,...
The Other Side
I will never forget one phone call at the peak of mounting fears about the economy during the pandemic. It was my hero, who had no time...
Who’s In Your Headset?
We all know that better and better data is more available, and where to find it, on anything. Any lead in analytics that a team has in...
Top None Percent
I love a peanut butter and jelly sandwich. My kids are not allowed to take one to school. Fast food delivery apps are welcome. Parents...
GRINdexing
“Everything you need to know will become apparent at that time.” Would you join a club with only that explanation for potential new...
150-Year Old Startup
Almost two hundred years ago, there was a Jewish kid named Marcus living in Germany who loved math. His family did not have much money,...
4,000-To-1 Long Shot
How many families have at least one kid who would like to shoot the basketball like Stephen Curry? How many have an adult with financial...
My Favorite Fiduciary
There are books, documentaries, movies, and even more dreams about climbing Mount Everest – the one in Nature and in the Stock Market....
Math Madness
“My team is on the floor.” -Norman Dale My wife knows if I’m up late at night, attracted to a new friend online, she can roll over with...
An Old Fashioned Idea For A $5 Trillion Misunderstanding
American Express began as a delivery company in 1850, pioneering “mailbox money” in more than one way. The upstart U.S. postal system...
12 Days Of Picksmas
The Stock Market has been going down. Do not get confused, whatever it is called – correction or bear or anything in between. Stocks go...
How Much Is Enough?
He is profoundly successful by many financial measurements. Annual earnings place him inside the top 0.01% of the world by that ranking....
Am I Going To Be Okay?
I started my career in the mail-room of a Wall Street firm. The dirtiest job I had was to load the brokers’ gunpowder for presentation...
Sell Discipline
Dick Fosbury was the first to high-jump backwards in the Olympics. The story of his jumps and falls, is amazing. Originally, he failed to...
Adventure Capital
“Keep close to Nature’s heart. Break clear away once in a while and climb a mountain or spend a week in the woods. Wash your spirit...
The Unfair Advantage Of Discomfort
I counted sixty-four of the latest Forbes 400 who dropped out of college, or never went. That group had an average individual net worth...
Driving Around The Change Machine
Investors are driven by change. Passive investors steer around allocations to avoid instincts. Aggressive investors speed toward...
Never Imagined I’d Underestimate Esports Again – Then This Happened…
Did you see the ticket holder who checked himself into the game right before Lebron’s buzzer beater last week? Yup, he walked right out...
Confessions Of A Digital Dinosaur: Esports Is The Next Great Traditional Sport
Nobody decides what is going to become a great tradition, they happen. The best things that last longest require little convincing....
Mailbox Dividend Math
I noticed a few things while reviewing the 22,000 Dow points the Stock Market traveled in only one week. I keep a diary at the conclusion...