Blog

June 26, 2020 - “I don’t have 10 to 15 years left to recover my losses,” Ophthalmologist Craig Sklar told the Wall Street Journal after selling much of his stock portfolio at a loss in the first quarter of this year as the coronavirus pandemic…

    June 17, 2020 - There are formative events that occur in every person’s life that shape who they are as a person. (more…)

June 4, 2020 - Markets are firmly in recovery mode, staging a fierce rally off the March 23rd coronavirus panic-driven lows. (more…)

    May 26, 2020 - In what seems like ages ago, back in February, I prognosticated regarding a new movement in investment management in a piece titled, “Alpha + Beta: The Next Frontier In Investment Management.” (more…)

    May 7, 2020 - Each decade is typically characterized by a financial innovation that comes to define a certain point in economic history.  (more…)

    April 22, 2020 - Nearly 2,000 years ago, the ancient Roman writer Pliny the Elder first wrote that ostriches, when threatened, would bury their heads in the sand in an ill-advised attempt to hide from potential predators. (more…)

    April 15, 2020—Billionaire Investor Warren Buffett once stated, “Give a man a fish and you will feed him for a day. Teach a man to arbitrage and you will feed him forever.” Notably, Warren Buffett earned a 53% rate of return from his merger arbitrage…

    March 26, 2020 - In mid-January 2020, I put out a piece titled, “With Markets At Record High Valuations, This One Investment Strategy Can Help Diversify Your Portfolio” with the goal of flagging record-high equity valuations and making the case for allocating to…

    March 17, 2020 - “The financial world is a mess, both in the United States and abroad. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. (more…)

  February 26, 2020 - In 1956, Warren Buffett started his hedge fund, the Buffett Partnership, after apprenticing under the tutelage of legendary value investor Ben Graham for a handful of years. (more…)