Articles
Stay in the game
Money can buy happiness. It doesn’t cost as much as you may think
Giftedness and achievements early in life do not appear to provide an insurance policy against suffering later on
Tulip mania was more bark than bite
We all do better when we have something to aim at.
The overwhelming contributor to stock returns is the period immediately following the end of recessions:
Investors must embrace reality as it is, and not some version of how they want it to be
We’re never going to get the Goldilocks situation where inflation comes in exactly where everyone wants it.
Podcasts
The smart person is not the person who gets the right answer. The smart person is the person who gets the answer the quickest.
The art of not selling
With Patrick O’Shaughnessy and Chuck Akre
Books
Once everything ends you are no more free
