I’ve lost count of how many job aspirants have claimed to be “lifelong learners.” Hat tip to them. I’ve yet to encounter anyone boasting of their unlearning skills, but I’d be keen to meet such […]

“The greatest shortcoming of the human race is man’s inability to understand the exponential function.” – Allen Bartlett According to ancient legend, chess was invented by Grand Vizier Sissa Ben Dahir around 6th century AD […]

Investors, are you ready for a regime change? On January 22nd, the first day of the Chinese lunar year, we bade adieu to the ferocious Tiger who passed the baton to this year’s mascot: the […]

In this month’s column I look at the “Year That Was” and what I learned during one of the most tumultuous investing years in recent history.  Inflation: Up, up and away?  In 2022, after nearly […]

“The big money is not in the buying and selling … but in the waiting.”— Charlie Munger What is the “patience premium”? Investors are well-versed in such terms as “value premium” and “equity risk premium” […]

“What is popular isn’t always the truth.  And the truth isn’t always popular.”–Howard Cosell, US sports journalist  Contrarians have a bad reputation. People think we’re ornery and reflexively pessimistic. I beg to differ. On the […]

The book illustrates the traits, temperaments, and actions that often separate the survivors from everyone else.

In this article, I’ll attempt to unpack where we are today and what’s ahead. And, spoiler alert, there are reasons for optimism despite the current headlines