Blog Archives

How Did We Get Here? Life Post Election

Election

“The only way to make sense out of change is to plunge into it, move with it, and join the dance.”

-Alan Watts

David Byrne famously sang “Watch out, you might get what you’re after” in Burning Down the House.

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A Stunning Cubs Victory and A Depressing Election

Chicago Cubs vs. ElectionIt is estimated that over 40 million people watched the riveting game seven of the World Series between the Chicago Cubs and Cleveland Indians. Having grown up in Chicago and being a former peanut vendor at Wrigley Field and Comiskey Park (where the White Sox used to play) I was emotionally invested in the Cubs.

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Deconstructing Paranoia or Shadowboxing with the Fed

shadowboxing

I am a great admirer of those who have the ability and inclination to deconstruct great performance as well as negative ones too. Charlie Munger is famous for inverting. If you want to learn how to live a great life it can be just as valuable to educate oneself on the characteristics and quality of a miserable life.

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Top of Mind Charts and What They Show

Charts

I am a huge fan of the Daily Shot. It is a daily composition of charts and interesting news clips that allow subscribers to get a very good feel for what is going on around the world in stock and bond markets,

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Averting Disaster-When a Financial Bubble Bursts

Wall StreetThis week [April 2015] the NASDAQ finally exceeded its previous high reached in March 2001. Here is a graph that shows what happens when a financial bubble bursts.

NASDAQ Composite Index Financial Bubble

Since 2009, however, it has been essentially a straight shot upward as if nothing were going to get in its way from reclaiming a new high.

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Fed - Do You Feel Lucky? Markets - Make My Day!

In the famous opening and ending scenes of Dirty Harry, Clint Eastwood’s character asks the cornered criminal if he feels lucky. Does he think Harry Callahan’s 44 Magnum is out of bullets or does he think there is one left? Harry is going to pull the trigger regardless.

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Powerful Motivator - Fear Of Missing Out - FOMO

FOMO Missing Out

“It is the mark of an educated mind to be able to entertain a thought without accepting it.”

–Aristotle

The fear of missing out can be a powerful motivator. Of course, taking action based on this fear can lead to both positive and negative consequences.

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Standing on the Shoulder of Giants - Goethe vs. Munger - Part 2

Goethe vs. Munger

Here is part two of my comparison of some of Goethe’s maxims and the wisdom of Charlie Munger. Johann Wolfgang Goethe (1749 – 1832) was a German writer and statesman while Charlie Munger, born 1924, is best known for his financial wisdom and partnership with Warren Buffett.

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Standing on the Shoulders of Giants Part 1

Standing-Giants-Shoulders

Sir Isaac Newton famously said in 1676,

“If I have seen further, it is by standing on the shoulders of giants.”

Scientific advancement and all forms of knowledge and innovation is cumulative and does not happen in a vacuum.

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A Hamiltonian Investor - Founding Father Philosophy for Modern Life

How does a bastard, orphan, son of a whore and a

Scotsman dropped in the middle of a

Forgotten spot in the Caribbean by providence

Impoverished in squalor

Grow up to be a hero and a scholar?

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