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…

  • The Oxford Companion, Part 2

    The Oxford Companion, Part 2

    TOCSC pays for itself I had barely dipped my toe into The Oxford Companion to Spirits and Cocktails when the book paid for itself – which is saying something – because I found the guy I want to be in my next life. I was still early in the B’s … read more »
  • The Oxford Companion

    The Oxford Companion

    What whiskey won’t cure there is no cure for. Irish proverb Maybe you’ve noticed those annoying people who conduct all their video calls in front of a carefully-curated bookcase full of impossibly erudite volumes that no one – including them – ever actually reads. What you won’t find on those … read more »
  • The New World Order, Part 4

    The New World Order, Part 4

    It is simply a myth that the world is anywhere close to multipolar. Jo Inge Bekkevold, Norwegian Institute for Defense Studies Why is it that so many commentators insist that we live in a multipolar world? Part of it is simply ideological blindness. The university community, like it or not, … read more »
  • The New World Order, Part 3

    The New World Order, Part 3

    As a result of the accelerating decline in Europe’s global influence and reach … the overrepresentation of Europeans in global institutions is the greatest flaw in the international architecture. Walter Russell Mead The EU is a construct perfectly adept at standardizing phone chargers … but one that [otherwise] scarcely matters.” … read more »
  • The New World Order, Part 2

    The New World Order, Part 2

    As we saw last week, President Xi understood (as observers in the West did not) that China’s growth model was exhausted and that the only known strategy for continued growth was to transition to a Western-style consumer-led economy. That had been the strategy used by other now-wealthy Asian societies. But … read more »
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