For The Love Of The Game: Investing As A Calling
When I was a kid I collected baseball cards. Most of my friends did too and we used to make trades. There was a monthly price guide called Beckett in which the fair value of all cards could be found….
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Mistakes of the First 18 Years and The Maturation of My Game
June 7, 2025 2Q25 Letter To Investors Mistakes of the First 18 Years And The Maturation of My Game 7 months ago I moved from the Bay Area to Davis to escape the fast pace and stress of the big…
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Why You Should Have A Bullish Bias
If you have a bearish bias, you have to be very aware of it. You have to work around it. And I always have – Stan Druckenmiller Any man who is a bear on the United States will go bankrupt…
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Legendary Days II: Bluffing My Way Through Life
After fending off the depression from having my right wrist put in a cast last Thursday morning due to damage to my TFCC tendon that I injured lifting weights, I have returned to my nefarious ways. After placing 14th out…
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My Proudest Moment In Poker
I’m a big believer in the idea that poker is a microcosm of life. That is, the situations and challenges you face in poker – as in sports – share the same features as the situations and challenges you face…
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This Day In Stock Market History: September 18, 2007
Source: Chart from Tim Duy Tweet Every downturn is idiosyncratic, with one commonality: They all come after a period of Fed rate hikes – Tim Duy, Twitter, September 17 6:03pm PST History doesn’t repeat itself but it often rhymes –…
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Working Out As You Get Older
One of the hardest things to accept is getting older. That is, losing strength, stamina, nagging injuries, lower energy levels, etc…. But until recently, I wouldn’t adjust my workout routine. I continued to try and workout like I was still…
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Philosophy Graduate School, UC – Davis Fall 2003 – Fall 2005; Professor Reiff
In the Fall of 2003 – after two years at an economics consulting firm in West Los Angeles called Economic Analysis LLC – I started the Philosophy Phd Program at UC – Davis. While I learned some useful things at…
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Professor Cox
As I related in “Legendary Days: Adventures In San Diego”, the great transformation in my life occurred when I was a freshman at UC – San Diego and discovered Ayn Rand. Reading Rand’s masterpiece Atlas Shrugged shook me out of…
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A Review Of My Day 2 At Graton: My Best Play Of The Day And How My Bustout Hand Changed The Course Of The Tournament
I came in to Day 2 of Graton’s opening weekend $400 $200k Guarantee with high hopes having the 2nd largest chip stack out of 153 remaining players. While it didn’t go the way I hoped it would, I played my…
