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Bad Breadth
Reading Time: 5 minutesNOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
The Facebook Fiasco And The Pricking Of Tech Bubble 2.0
Reading Time: 14 minutesNOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
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
Reading Time: 7 minutesI 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…
The Most Important Thing
Reading Time: 8 minutesIn his excellent book The Most Important Thing (2011), Howard Marks lists twenty different “most important” things. Some example chapters are “second level thinking”, “the relationship between price and value” and “being attentive to cycles”. All of them are what…
Why Stocks Could Keep Going Higher In 2014
Reading Time: 5 minutesNOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
Top Gun FP Client Note: Cyclical Tailwinds Versus Secular Headwinds
Reading Time: 9 minutesNOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
