Don’t ask me why, but I started tracking my bike rides using a fitness tracker app on my phone, one that has a social component to it. You track your workouts, and your friends can cheer you on (or taunt you if you’re falling...
Read MoreIf you’re a baseball fan, or a Michael Lewis fan, or even a Brad Pitt fan, you’ve probably heard of Moneyball. The book, and later the movie, was based on how Oakland A’s GM, Billy Beane, changed how professional baseball...
Read MoreOn a recent trip to Niagara Falls, my family and I crossed the border to visit the Canadian side and experience the semi-famous Maid of the Mist, the boat that takes you in, around, and under, North America’s most powerful...
Read More“Bears,” I muttered, adding a new fear to the pile. ~ Stephenie MeyerIn our February investor letter, the markets had not yet hit correction territory, and we were focused on what “normal” volatility looks like – because...
Read MoreEarly in January, during a meeting with one our clients, when asked for my outlook for 2018, I cautioned that expectations should be toned way down. I also mentioned that we would likely see considerably more volatility going...
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