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…

  • Cold War II

    Cold War II

    Roughly five years ago my book, The Stewardship of Wealth, was published in the US. Almost immediately, it was translated into Chinese and was being readied for publication by Tsinghua University Press in Beijing. But then one day – actually, it was nearly midnight – I received a frantic call. … read more »
  • On Lucretius, Part 4

    On Lucretius, Part 4

    We’ve talked a lot about De Rarum Natura, but we haven’t actually experienced the poem in these pages. There’s a reason for that – poor Lucretius has been unlucky in his translators. The vast majority of the DRN translations have been made by Latin scholars. These renderings are technically accurate … read more »
  • On Lucretius, Part 3

    On Lucretius, Part 3

    Lucretius lived and wrote a long time ago. Indeed, if we wanted to we could calculate how much time has passed since DRN was completed in @ 50 BCE: how many centuries, years, months, weeks, days, hours, minutes, seconds. (But don’t bother, it was 20 centuries, 2,079 years, 24,948 months, 759,355 … read more »
  • On Lucretius, Part 2

    On Lucretius, Part 2

    The greatest poem by the greatest poet. Dryden on DRN and Lucretius Carmina sublimis tunc sunt peritura Lucreti / exitio terras cum dabit una dies. Ovid [“The verses of the sublime Lucretius/will perish only when a day will bring the end of the world.”] What exactly was it that made … read more »
  • On Lucretius

    On Lucretius

    One happy day in the year 1417, with the mind of Europe still firmly in the grip of the Dark Ages, a fellow named Poggio Bracciolini was mucking around in the Benedictine library at Fulda in present-day Germany. He reached out his hand and pulled off the musty shelves a … read more »