Game Over We are witnessing, in real time, policy makers employ a new level of financial activism. Their old toolkit was to lower interest rates to spur economic growth. That no longer works. Hence, they're resorting to radical new tools. There will be consequences -- some intended, some unintended. Now is the time for a rethink of your capital allocation, while markets are high and tax rates are low. Year-to-date, the US money supply is up over 20%, and the Fed’s balance s

We are fracturing. Not just politically, but socially. It’s tempting to blame Trump or Bernie Sanders. Yet, they are merely the...

Is the stock market crazy? Many investors are asking that question after the recent rally. The S&P 500 is down approximately -11%...

Litany against Fear I must not fear. Fear is the mind-killer. Fear is the little-death that brings total obliteration. I will face my...

Amidst all the anxiety and scary headlines, we wanted to update you on our latest thoughts. A summary of what follows: What this means...

As the media coverage intensifies over coronavirus (CV), we are compelled to share some under-reported observations and some variant...

"If you reveal your secrets to the wind, you should not blame the wind for revealing them to the trees.” ― Kahlil Gabran We recently...

"The best fighter is not a Boxer, Karate or Judo man. The best fighter is someone who can adapt on any style.” ― Bruce Lee Dear...

My podcast interview on Founder-Led Companies.

"We mustn't lose touch with those moments of history, which are really quite chaotic and volatile… The idea that the worst thing that...