Newsletters

The Curve of the Earth  

December 14, 2022

Tell me does the world revolve the same? Tell me do the people all take care of you? Did you doubt the curve of the earth? And every word, every word… — Matt Nathanson, “Curve of the Earth”  Sublime moments. They may seem infrequent and evanescent, and many of the moments we categorize as “peak […]

Goodnight, Songbird 

December 7, 2022

“And I wish you all the love in the world, but most of all, I wish it from myself.” That is the hauntingly beautiful lyric that, for me, punctuates one of the most profound and moving ballads in rock history, Fleetwood Mac’s “Songbird.” Amazingly, the entire song was written in less than half an hour […]

Make Every Day ‘Giving Tuesday’

November 30, 2022

You know about “Black Friday” and “Cyber Monday,” which this year set records for consumer buying. But did you know that yesterday was “Giving Tuesday?” That’s right, a day dedicated to remembering that charitable contributions are both a gift to others and a huge psychic present to yourself.  Indeed, Giving Tuesday ushers in what’s come […]

What A Wonderful World  

November 23, 2022

I was recently at a gathering of musician friends, and one of them asked me what my favorite song was. After a brief pause, I replied with a title that surprised my fellow artists.  “‘What A Wonderful World,’ by Louis Armstrong,” I answered. After digesting the surprised looks in the room, I went on to […]

Revisiting Bear Market Realities  

November 16, 2022

In May of this year, when it was clear the market had descended into bear territory, I wrote to you about what I called, “The Cold Hard Truth About Bear Markets.”  In that issue, I told you how long bear markets typically last, how much damage they do and how these market cycles really work. […]

My Three Pillars to Live By

November 9, 2022

A few years ago, a friend asked me to describe my personal “ethos” with just a few words.

Now, judging by that question […]

Welcome to the Hotel California 

November 2, 2022

So I called up the Captain “Please bring me my wine” He said, “We haven’t had that spirit here since 1969” — Eagles, “Hotel California”  Some nights in a life are just better than others. And then there are some nights that are epic.  This past Saturday, I experienced one of those epic nights when […]

Gentlemen, Start Your Investing Engines!

October 26, 2022

“There are only three sports: bullfighting, motor racing, and mountaineering; all the rest are merely games.” — Ernest Hemingway Hemingway’s inclusion of motor racing as one of only three real sports is often quoted with a sense of pride among those of us who pour our love, time and, yes, considerable financial resources toward this […]

He Eat a Lot of Ice Cream 

October 19, 2022

When asked in an interview on “Meet the Press” if he could name one thing that President Biden has done that he supports, Georgia Senate candidate Herschel Walker uttered the following response… “He eat a lot of ice cream.” Walker’s bid for the Senate, which includes the endorsement of former President Trump, has been highly […]

What’s Going On with the ‘VIX?’

October 12, 2022

There are a lot of indicators to watch in the market. There are moving averages, price-to-earnings ratios, relative strength ratings, earnings per share (EPS) growth rates, stochastics, Bollinger bands — and even something called a Fibonacci.  While most market indicators are useful in their context, sometimes there are indicators that give off a perplexing warning […]

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