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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…

  • On Consciousness, Part 2

    On Consciousness, Part 2

    I think I can safely say that nobody really understands quantum mechanics. Richard Feynman We are taking a quick look at the quixotic nature of the quantum world as part of our long-way-around approach to examining the nature of human consciousness. We’ll begin with how little we actually know about … read more »
  • On Consciousness

    On Consciousness

    God does not play dice with the universe. Albert Einstein If you are not profoundly shocked by quantum physics you have not understood it. Neils Bohr Across the long intellectual history of the human race, reaching back at least to the pre- Socratic philosophers (beginning, apparently with Thales of Miletus), … read more »
  • A Positive Take (You Heard that Right) on Afghanistan, Part 4

    A Positive Take (You Heard that Right) on Afghanistan, Part 4

    We are speculating about how the Taliban will govern Afghanistan the second time around. Last week I concluded that one prevalent fear – that the Taliban would protect terrorist groups that are a major threat to the West – is unlikely to happen. The second mistake the Taliban made in … read more »
  • A Positive Take (You Heard that Right) on Afghanistan, Part 3

    A Positive Take (You Heard that Right) on Afghanistan, Part 3

    If Americans are worried about the return of violent Islamist extremists … Afghanistan is not the most important place they should watch. Philip Zelikow, former Executive Director of the 9/11 Commission. To begin – and end – our analysis of the Afghanistan War as a war of detainder, let’s ask … read more »
  • A Positive Take (You Heard that Right) on Afghanistan, Part 2

    A Positive Take (You Heard that Right) on Afghanistan, Part 2

    It’s difficult to remain an atoll of sanity in a typhoon of madness. For two decades – from the 1970s to the 1990s – Afghanistan was constantly at war, either with outside states (the USSR) or with itself via civil wars and military conflicts among the bickering warlords. When the … read more »