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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…

  • Joe Hardy, Nemacolin and Me, Part 2

    Joe Hardy, Nemacolin and Me, Part 2

    I’d hired a guy named “Harry” to run Nemacolin for me, and a private eye named “Don” to check up on Harry, but I wasn’t a completely hands-off boss. As Harry began improving the ambience of the place, I got involved, changing the named from “Nemacolin” to “Nemacolin Woodlands” and … read more »
  • Joe Hardy, Nemacolin and Me

    Joe Hardy, Nemacolin and Me

    Back some years ago I became the head of a family office for one of America’s wealthiest families. Very near the top of my to-do list, which the family had unceremoniously handed me on my first day, was something that read, “Sell Nemacolin.” As far as I knew, Nemacolin had … read more »
  • Three Years to Forget, Part 2

    Three Years to Forget, Part 2

    Given two back-to-back horrific years – 2020 and 2021 – you might have supposed that a kind God would have given us a break in 2022. No such luck – The Evil Years continued. War in Ukraine On the morning of February 24, 2022, the New Year having hardly gotten … read more »
  • Three Years to Forget

    Three Years to Forget

    In my view we can take 2020, 2021, and 2022 and stick them where the sun don’t shine. I know, I know, I need to keep matters in perspective. Those three years weren’t actually as bad as, say, the Black Death (200 million dead), the Great Depression, World War II … read more »
  • Ukraine through the Lens of Cuba, Part 7

    Ukraine through the Lens of Cuba, Part 7

    Never in history has Russia made such stupid decisions. Russian General Leonid Ivashov What can we learn from the Cuban Missile Crisis way back in 1962 that might be useful in navigating Vladimir Putin’s nuclear threats today? Here are some thoughts. Don’t panic Although the chance of nuclear war – … read more »
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