Newsletters2025-01-04T07:54:08-05:00

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Less is More

January 23, 2023 | Warren Buffett's "20 slot" rule might be extreme for some, but it's a striking reminder of the power of simplicity, both in investing and life. 

The Four Agreements

January 22, 2023 | Don Miguel Ruiz's classic little book, The Four Agreements, was originally published in 1997 as a guide to proper conduct, spiritual freedom, and a life with fewer limitations. 

The Changing Face of Globalization

January 20, 2023 | "Our whole premise is you construct an investment portfolio based on what you don't know. You make it so that it performs its best in the extremes...it's not predicting what you think you know, it's constructing resilience for what you don't know."

Managing Debt Crises

January 18, 2023 | Debt crises and financial panics have transcended time and space, rearing their ugly heads across nearly every major civilization to have ever existed. 

King Cheese

January 17, 2023 | Believe it or not, it's cheese. See, since 1953, the regional bank Credito Emiliano (known locally as Credem) has accepted giant wheels of Parmigiano-Reggiano cheese as collateral for small-business loans. 

First Who, Then What

January 15, 2023 | In the above quote, Collins states that in an uncertain world, we must double down on the "first who" principle.

Securities Fraud

January 13, 2023 | Warren Buffett has said, "Investing is not a game where the guy with the 160 IQ beats the guy with the 130 IQ. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."

Insight Information

January 12, 2023 | Today, we welcomed back my former co-writer and friend, Patrick Donley, who now hosts our Real Estate Investing podcast, to share his thoughts on "insight information."

David Vs Goliath

March 27, 2024 | Sometimes, David doesn’t beat Goliath. Actually, it’s been several years straight since David beat Goliath. That is, David being “small-cap stocks” and Goliath being large-caps (think the Magnificent 7 and the S&P 500 generally.)

Alleged Collusion

March 26, 2024 | Having a fancy credit card may cost you. That’s one takeaway from a Visa and Mastercard agreement, allowing merchants to “adjust prices based on the costs associated with accepting different credit cards.”

Not In The Classroom

March 25, 2024 | Two compensation themes worth highlighting: CEOs are banking more amid this rising stock market, while teacher pay stagnates.

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