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Happy Thanksgiving!

Happy Thanksgiving!

In addition to an overload of turkey every Thanksgiving table I’ve sat at has had some sort of gratitude practice. Sometimes, this takes the form of going around the table where people can express things that they are thankful for. Other times the host could lead a...

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Are you a wartime investor?

Are you a wartime investor?

Many investors,  especially venture capitalists, think of CEO’s as being either a peacetime CEO or a wartime CEO.   Wartime is a metaphor typically for a peacetime or wartime national leader.   I think investors need to start using this as a lens for self-evaluation....

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Skip the Max Constraint on your Tech Stock Allocations

Skip the Max Constraint on your Tech Stock Allocations

Proper Portfolio Construction is both art and science.  Here is a little art. Why you should constrain all of your sectors except technology? What are portfolio constraints? Position constraints are a popular input to portfolio optimizers or asset allocation...

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COVID 19 Stock Ideas

COVID 19 Stock Ideas

I track a list of 3 COVID 19 Stock ideas. Harmed is an equally weighted basket of 33 stocks that would stand to get their butt kicked by COVID19 and the resulting shutdown. Beneficiaries is an equally weighted basket of 33 stocks that one could imagine would benefit;...

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Narrative Diversification

Narrative Diversification

Narrative Diversification - What is it and why does it matter? I want to call to attention a type of diversification that I think is especially relevant now and typically one that evades measurement. Narrative diversification. I've come across this type of...

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The Dirty Secret of Diversification

The Dirty Secret of Diversification

The Dirty Secret of Diversification You probably heard mixed things about diversification; most of it good but not all of it. Amongst the detractors you can find content on the internet where Mark Cuban or Warren Buffett impune diversification. Please forgive their...

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Coronavirus Investing

Coronavirus Investing

Cash + Quality + Cap = Comebackability A great many stocks are excellent investments right now.  With the Coronavirus, I keep finding myself saying that “this too shall pass.”  It will.  Sooner or later. And when it does - you need to be ready. As there have been many...

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Are you a Trader or an Investor?

Are you a Trader or an Investor?

I’ve been thinking a lot about this lately. The recent impact of the coronavirus fears on the stock market, like any other fast-moving or high-volatility event arouses my trader's instincts. Are those trader's instincts compatible with fiduciary, long-term investing?...

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The Seven Deadly Sins of Portfolio Backtesting

The Seven Deadly Sins of Portfolio Backtesting

The vast majority of investors wanting portfolio backtesting have good intentions. But even the well-intentioned investor may make some mistakes that can lead to dangerous consequences. These seven deadly sins of portfolio backtesting may cause misleading results and...

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