MEMOS

INVESTMENTS

My eBook (AMAZON link)

My 2nd Book (Amazon Link)

The Ground Rules

Investment Strategies

August Memo

Update – end Q2

Considerations for Capital Investment

Facebook and the Future of eCommerce

Technical Selling Oct. 2018

Q3 Earnings Update

Mini-Bar Bonds

When No News is Good News

Brief Discussion on Tech Debt

Value Investing In Health Care (Part 1)

Value Investing in Health Care (Part 2)

State of the Firm

Macro: Spotting the Unpopped Bubble

November 2019: No Mo’ MOMO

Perspectives Q4 2019 Part 1

Perspectives Part 2

Shutter Island: Financial Edition

151%

The Deadliest Virus

Rise or Die?

Attack of the Zombies

Reflation (2 Parts)

Tips for Going Conservative

Intel Corporation

Greetings from 2030 (Part One)

Greetings from 2030 (Part Two)

Mr. Market, Q4 2020

Reprisal

Failures (Q1 2021)

Inefficient Market Hypothesis

Speculation

Micro Caps

Economic Subterfuge

Metaverse

2022 Memo

Inflation and ESG Risks

A Study on Ransom and Economics

Historical Inflation Regimes

Investment Memo – Q4 2022

The Fed’s Lehman Moment

WEALTH MANAGEMENT

My Estate Plan Experience

Life Insurance

Best Execution and Prudent Investing Standards

Advisor Net Worth

Third Party Managers

Un/Sophisticated Investors

Buying Excellent Companies

Who is Bill Hwang?

Book Synopses

A Taste For Happiness

How Inflation Swindles the Equity Investor

The Outsiders (Thorndike)

Art History (Stokstad)

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