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Happy Friday!

Limbo Land

THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.

Sunday Coffee Thoughts

We live life subjectively, with both imagination and anxiety; objective facts correct our subjective distortions.

Sunday Coffee Thoughts

Look back some, not too much.

Debt, Balance Sheets and Original Thinking

Inside and outside at the same time. That is the key.

Sunday Coffee Thoughts

Moving forward goes with falling out of balance.

Scenario Analysis

Unfortunately, although naturally clever, human beings as not innately wise, especially in crowds.

Sunday Coffee Thoughts

I shared some reflections last week and they seemed to resonate, so here are some more.

China’s “Maskirovka”

I cannot sleep.

• Geopolitics
• Investing

Sunday Thoughts

A few observations floated through my head as I swam in Long Island Sound this morning.