Blog Archives

Be Free in Your Head: What Roger Federer Taught Me During the Australian Open

Be Free Roger Federer

While watching the Australian Open, a commercial featuring Roger Federer flashed across the screen. In it, he said something that stopped me mid‑scroll:

“Be free in your head, be free in your shots, go for it.
The brave will be rewarded here.”

It was classic Federer — elegant,

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Bob Weir and Reflections on Mortality

Bob Weir Mortality
Living Well, Dying Well: Lessons from Bob Weir and the Numbers We Leave Behind

When Bob Weir passed away at 78, I found myself doing something that has become a ritual whenever someone central to my life leaves us: I looked at the numbers.

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A Flourishing-Centered Purpose

Flourishing

I ended last week’s blog stating that I would focus on discussing purpose from a personal standpoint. Over the last few months, I have been interacting with Copilot about this topic and other personal and philosophical queries. One of the key concepts that has emerged from those interactions is how central human flourishing is to how I live my life.

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2025—A Year of Impact, Presence, and Woah

2025 year in review

If there’s one word that keeps returning to me this year, it’s “woah.” Not the “woe” of victimhood, but the woah of awe—the inhale that invites presence, humility, and gratitude. 2025 brought plenty of reasons to pause: service that nourished the soul,

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The Perils of Water Mismanagement

Water drought Iran

In 2018 I was on a cruise that took us to eastern Africa, two stops in India, as well as Myanmar, Malaysia, and Singapore. The cruise departed from Cape Town, South Africa. Upon arriving there we were immediately struck by how dire the water situation was.

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Dual Mandate-->Dueling Tensions

Federal Reserve Dual Mandate Tariffs

Rather than laboriously going through the Fed statement released after it cut rates by 25 basis points last week, along with Jay Powell’s key statements at his press conference, I thought I would turn to one of my A.I. assistants to produce an analysis of what was said and how investors reacted to last week’s move.

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Emily Dickinson - Hope Is Not a Strategy

I many times thought Peace had come

When Peace was far away—

As Wrecked Men—deem they sight the Land—

At Centre of the Sea—

And struggle slacker—but to prove

As hopelessly as I—

How many the fictitious Shores—

Before the Harbor be—

-Emily Dickinson 

Every so often I will read poetry to tap into timeless thoughts and wisdom.

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December Is Back in Play

It’s been awhile since I have had a blog post with a lot of charts and graphs. This is largely because my typical source for these, www.thedailyshot, had been off line for a long period of time.

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National Day of Caring: Service as Soul Care

National Day of Caring October 23, 2025

Last week, I had the privilege of participating in our National Day of Caring alongside a wonderful group of Newport Beach associates at a local Orange County food bank. Together, we filled 400 boxes of food—well over 1,200 pounds—destined for needy families.

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The Cockroach Theory Is Now Live


Powell’s Pivot and Market Tightening: Cockroaches Emerging in Credit Markets

The financial markets are flashing warning signs that deserve attention. Federal Reserve Chair Jay Powell’s recent shift in focus, combined with tightening money markets and emerging credit problems, suggests we may be entering a more challenging environment for credit quality.

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