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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…

  • A Coat of Varnish, Part 5

    A Coat of Varnish, Part 5

    The Fed Is Having a Bad War The Fed’s odds [of achieving a soft landing] are now substantially below 50-50. Alan Blinder The Fed that Failed. Title of an article in The Economist I have been humbled. Fed Chair Jay Powell Monetary policy mistakes can be hard to correct – … read more »
  • A Coat of Varnish, Part 4

    A Coat of Varnish, Part 4

    Angela Merkel’s Reputation Is Trashed – But Is America at Fault? Merkel’s reign at the top of Germany’s political apparatus was remarkable, and she stepped down as something of a secular saint with a 77% approval rating. But it’s amazing what six months can do. Today, post-Ukraine, Merkel’s reputation is … read more »
  • A Coat of Varnish, Part 3

    A Coat of Varnish, Part 3

    Let’s Talk Nukes If a third world war is such a crippling worry, how can the premise of NATO be credible? Its effectiveness has always depended on the belief that NATO is indeed prepared to run the risk of nuclear war. Martin Wolf in the Financial Times The reality is … read more »
  • A Coat of Varnsih, Part 2

    A Coat of Varnsih, Part 2

    What do Caesar’s Wife, Justice, and Military Deterrence Have in Common? The lure of appeasement – in essence, a return to the policies pursued in many Western capitals for the past two decades – will be strong. Thomas de Maizière, former German defense minister It is better to contain aggressive … read more »
  • A Coat of Varnish

    A Coat of Varnish

    I love quoting myself (it means I have to write less new stuff), so here is something I wrote in these pages about five years ago (okay, it’s slightly modified from then): C. P. Snow titled his last book, written a few years before he died, A Coat of Varnish. … read more »
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