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…

  • Invest Like the Super Fund

    Invest Like the Super Fund

    Hi, I’m Joe and I just turned eight. I love playing with my Grandpa. Grandpa always has time to play with me. He says that’s because he is retired and gets his ‘super’ or pension payments from the Government. New Zealand Super Fund Explained (from a short animation on the … read more »
  • In China, the Unraveling Begins, Part 5

    In China, the Unraveling Begins, Part 5

    China’s disintegration is now under way. Arthur Waldron, Lauder Professor of International Relations, University of Pennsylvania Following the Tiananmen Square fiasco, Beijing “knew” a few things it hadn’t known before: Beijing knew that offering its citizens modest economic and personal freedoms was dangerous to the health of the Communist Party. … read more »
  • In China, the Unraveling Begins, Part 4

    In China, the Unraveling Begins, Part 4

    Without democracy, China will rise no farther. Jiwei Ci, University of Hong Kong The history of China is long and violent and, more than anything else, it is an endless story of history repeating itself. Dynasty follows dynasty, beginning in 1250 BC with the Shang Dynasty and ending with the … read more »
  • In China, the Unraveling Begins, Part 3

    In China, the Unraveling Begins, Part 3

    ‘One country, two systems’ was always little more than a useful fiction, but … China has shown just how unrealistic the idea ultimately was. Rodger Baker, Stratfor As my longest-suffering readers know, I have been saying since 1997 – and putting it in writing since 2003 – that the Chinese … read more »
  • In China, the Unraveling Begins, Part 2

    In China, the Unraveling Begins, Part 2

    [China] looks increasingly like it has reached a dead end. Frank Dikötter, Professor, University of Hong Kong As we learned last week, from 1898 until 1997 Britain owned two of the three regions of Greater Hong – in perpetuity – while China owned the third region, subject to a 99-year … read more »