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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…

  • Richard Lugar, Part 9

    Richard Lugar, Part 9

    As I mentioned earlier, the Republican convention was being held that year in Miami Beach and it was being run by Gerald Ford, then Speaker of the House. Ford had the nifty idea of having a woman give the keynote address. It turned out that in the history of political … read more »
  • Richard Lugar, Part 8

    Richard Lugar, Part 8

    I’ll close out my series on Richard Lugar with a three-part episode I’ll call: Veep Richard Lugar wasn’t just the Mayor of Indianapolis and he wasn’t just running for the US Senate – he was also being mooted as President Nixon’s running mate. Lugar was a busy guy. Everybody knew … read more »
  • Richard Lugar, Part 7

    Richard Lugar, Part 7

    Fortunately, most of my experiences in Dick Lugar’s office weren’t as creepy as the episode of “Drinking the Kool-Aid” or as alarming as “See No Evil.” There was, for example, the one I’ll call: Hello, Dolly! When Lugar was first elected Mayor of Indianapolis he adopted the practice of throwing … read more »
  • Richard Lugar, Part 6

    Richard Lugar, Part 6

    On my honor, I will never betray my integrity, my character, or the public trust. IPD Oath Only a day or two after the episode of Drinking the Kool-Aid, there was the episode I’ll call:  See No Evil  Late in the afternoon a guy strode into my office unannounced. He was short, wiry, … read more »
  • Richard Lugar, Part 5

    Richard Lugar, Part 5

    I arrived at the Mayor’s office a bit early, announced myself and took a seat in the waiting room. I had only been there a minute or two when a lady came out, told me the Mayor would be with me soon, and asked me to fill out a form … read more »