How to Actively Add Value

Maybe we just need to be more open – more transparent about our ability?
Read More

Trillions of Influence

Do investment influencers consistently add value?
Read More

Fallible Forecasts?

With so much evidence against the use of forecasts, why do investors listen to them? Maybe the best investors don’t.
Read More

Every Year Can Not Be Good

Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
Read More

The Good Lehman Brothers Story

My Good Story from the inside as Managing Director on the day that Lehman Brothers fell.
Read More

Why We Don’t Make Forecasts

How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
Read More