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…

  • America 2.0, Part 2

    America 2.0, Part 2

    When we left George and Jenny Leader’s soiree last week, the thirteen people at the dinner table were locked in intense discussions about what sort of government could have elected (that is, reelected) Lyndon Johnson, allowing him to escalate a wildly unpopular and increasingly deadly war. When the dinner party … read more »
  • America 2.0

    America 2.0

    When I was serving in the US Army in the early 1970s I spent a lot of time patrolling in my Military Police Jeep and boring myself silly. Being a cop is a bit like being an airline pilot: hours of boredom punctuated by moments of stark terror. To relieve … read more »
  • Has Liberal Democracy Passed Its Expiration Date? (Part 7)

    Has Liberal Democracy Passed Its Expiration Date? (Part 7)

    Last week we considered the possibility that, precisely to the extent that human equality is the most important issue facing the world, to that extent liberal democracy can claim little legitimacy. It is certainly true that liberal democracies have produced greater equality, and have more successfully combatted racism, sexism and … read more »
  • Has Liberal Democracy Passed Its Expiration Date? (Part 6)

    Has Liberal Democracy Passed Its Expiration Date? (Part 6)

    John Rawls, the most important political philosopher of the twentieth century, was born into a prosperous middle class family in Baltimore in 1921. He attended a private school in Connecticut and went on to Princeton. Rawls’ internal life replicated the moral trajectory of many thoughtful people in the Western world, … read more »
  • Has Liberal Democracy Passed Its Expiration Date? (Part 5)

    Has Liberal Democracy Passed Its Expiration Date? (Part 5)

    When the theological content of the idea [of human rights] was abandoned, nothing was put in its place. James Griffin, On Human Rights Earlier in this series of posts we revisited the Age of Enlightenment, examining the back story of the ideas that led to the creation of liberal democracy. … read more »