Home

Welcome to my website! The site is designed to provide easy access to my books, blog, journal articles and white papers. The content on the site is updated at least once a week, as my blog posts come out every Friday. Other site pages will be updated as new articles, white papers and books appear.

Most of my work has an investment focus, at least in the broadest sense. Good investors – those who preserve and grow their capital across the decades and generations – are educated investors. Whatever aspect of the investment process they are working on, they know the difference between best investment practices and whatever everybody else is doing. This site is designed to help you be that informed investor.

Here is a quick snapshot of what’s on the site:

  • My bio. In short, I’ve been advising very substantial investors since 1979. Many of the clients I work with today are the grandchildren of the folks I started with way back when. You can check out Greycourt, the company I founded, here.
  • My blog. A new post appears every Friday. As noted, the blog has an investment focus, but I interpret that very broadly. So far there are nearly 200 posts, i.e., almost four years’ worth of the blog. If you would like to receive the blog via email (it’s free), you can do so here.
  • My books. I’ve published three investment books, a book of poetry, and I’ve edited two other books. More to come!
  • Articles. I’ve published scores of articles over the years, including articles in refereed journals, white papers, and newspaper and magazine articles.

I hope you find the site useful and interesting. Please let me know what you think by contacting me here.

Recent Blog Posts…

  • Shined Shoes Can Save Your Life, Part 4

    Shined Shoes Can Save Your Life, Part 4

    It was now late winter of 1971 and I was running the traffic division at the 226th MP Company at Fort Benjamin Harrison, outside Indianapolis. In those days Fort Ben was the headquarters of the Army Finance School and the location of the Army Finance Center. The building that housed the … read more »
  • Shined Shoes Can Save Your Life, Part 3

    Shined Shoes Can Save Your Life, Part 3

    Sergeant Duke Hock was a legend in the Army while I was still in grade school. He was Jack Reacher before Lee Child was born There are so many stories about Duke that, even though I’ve forgotten 90% of them, I can remember dozens. The two I’m about to relate … read more »
  • Shined Shoes Can Save Your Life, Part 2

    Shined Shoes Can Save Your Life, Part 2

    So there we were, in late 1970, having graduated from the US Army Military Police Correctional Specialist Academy, the best-trained prison guards in the world. We had been assigned to one of the worst prisons in the world, the stockade at Long Bình, Vietnam, better known as the Long Bình … read more »
  • Shined Shoes Can Save Your Life

    Shined Shoes Can Save Your Life

    A few weeks ago, in a post about J. D. Vance’s book, Hillbilly Elegy, I mentioned in passing that I was convinced that having spit-shined my Army combat boots may have saved my life. I didn’t elaborate, and since then several dozen people have inquired about that brief aside. So … read more »
  • On Illiberal Democracies, Part 3

    On Illiberal Democracies, Part 3

    Just to make it simple, let’s define Europe’s “illiberal democracies” as those countries where elected leaders profoundly disagree with the liberal, inclusive, affluent worldview of the EU’s political classes. The British disagreed with this worldview so violently that they left the Union altogether. Most of the other “illiberal” democracies aren’t … read more »