It is a long weekend and I find myself looking back at the blog. Yeah, over the months, the style and content of my blog have continued to evolve. My interests change. My experiences change. More importantly, my way of looking at the world changes. It would be rather strange if the writing did not…

The devastating floods in Nepal should make all of us stop for a moment. My deepest condolences and prayers go to the victims, their families and all those affected by this terrible tragedy. No words can really ease the pain of those who have lost loved ones or their homes. It is easy to look…

I know one of my partners has been under tremendous pressure over the past couple of weeks. The recent volatility has hit his portfolio and with it came the inevitable questions from frustrated investors: Is the strategy still working? Has the methodology stopped working? Should we be doing something different? I understand what he has…

Investors and traders spend an enormous amount of time trying to figure out what markets will do next. There is no shortage of indicators telling us what investors are thinking, what they are buying and what they are expecting. This came up in a call with some partners this morning and it reminded me why…

I was explaining to an investor recently why I think the real American problem is not necessarily the economy or the stock market. It is debt. The US federal debt has already surpassed USD40 trillion and the fiscal deficit so far this year is around USD1.8 trillion. At some point, you do not need a…