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…

  • AONE and Me, Part 3

    AONE and Me, Part 3

    AONE made a grandiloquent gesture with his arm, saying, “These are all my paintings.” They were hung around the four walls of the giant loft and it looked to me like there might be a thousand of them. We circumnavigated the loft clockwise, pausing in front of each painting so … read more »
  • AONE and Me, Part 2

    AONE and Me, Part 2

    The Exotic Eastern European Film Director and I climbed out of our cab and rang the bell at the studio of the Internationally Famous Artist. The IFA gave us a tour of his studio, which was eye-opening. Even in those days, Soho was a heart-stoppingly expensive neighborhood, but the IFA … read more »
  • AONE and Me

    AONE and Me

    Could it be our boy’s done something rash? – Bertholt Brecht, Die Moritat von Mackie Messer, or Mack the Knife, translated and sanitized by Marc Blitzstein, with thanks to Bobby Darin If you want to cause a lot of trouble for yourself, you could do worse than to sit down … read more »
  • Cold War II, Part 10

    Cold War II, Part 10

    The final leg in our Cold War II stool is the containment of China diplomatically To make the point that China no longer has a free pass, the first step in the West’s diplomatic offensive needs to be focused on Taiwan. Assuming that the West’s military containment of China has … read more »
  • Cold War II, Part 9

    Cold War II, Part 9

    As global trade retreats and is replaced by regional trading blocs, power will flow to those countries that are most self-reliant. By “self-reliant,” I mean countries that are best able to (a) maintain vigorous economic growth without relying overmuch on exports; (b) feed their populations without  importing vast amounts of … read more »