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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…

  • Ukraine through the Lens of Cuba, Part 4

    Ukraine through the Lens of Cuba, Part 4

    This was not only the most dangerous moment of the Cold War, it was the most dangerous moment in human history. Arthur M. Schlesinger Jr. Last week we watched as the captain and political officer of a Soviet B-59 submarine agreed to launch a nuclear-tipped torpedo at the US Navy … read more »
  • Ukraine through the Lens of Cuba, Part 3

    Ukraine through the Lens of Cuba, Part 3

    It isn’t the first step that concerns me, but both sides escalating to the fourth or fifth step and we don’t go to the sixth because there is no one around to do so. JFK to EXCOMM On October 25, 1962, the world was very close to nuclear war. The … read more »
  • Ukraine through the Lens of Cuba, Part 2

    Ukraine through the Lens of Cuba, Part 2

    We are examining the nuclear threats propounded by Vladimir Putin during the Ukraine conflict through the lens of the nuclear threats propounded by his predecessor, Nikita Khrushchev, during the Cuban Missile Crisis in 1962. Last week we looked at the events that led up to the crisis. This week we’ll … read more »
  • Ukraine through the Lens of Cuba

    Ukraine through the Lens of Cuba

    I’m looking forward to being an old man. I have to, you can’t look back on it. Jerry Seinfeld One of the good things about being an Old Coot – maybe the only good thing about being an Old Coot – is that you can vividly remember events other people … read more »
  • Beating Long COVID, Part 3

    Beating Long COVID, Part 3

    Vitamins. Okay, I know you are disappointed, you were expecting more. Maybe the rediscovery of a century-old drug everyone had forgotten about but that had magical properties when it came to over-active immune systems. Maybe a new concoction made up of equal parts lithium and kryptonite. But, no, vitamins are … read more »
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