In case you’re hiding under a rock, you missed an amazing MMA fight last night between Holly Holm and Ronda Rousey—unless you’re one of the Vegas bookies, in which case things didn’t turn out pretty at all, according to news reports. Continue reading “The Black Swan comes to MMA”
To be clear, I’m not gloating with this article. Sequoia prior to recent events was a storied mutual fund with a solid track record. It is, however, now a case study in when risk management goes wrong, and when a 30% position blows up. Continue reading “The Sad Story of Sequoia Fund”
The front page of CNN.com right now has zero articles on the Polish election, but it does have articles articles on Adele, “Celeb couples who have reconciled”, and “Selfies of the week”. This is why I can’t watch most mainstream news. Continue reading “Why more isn’t better when it comes to news”
I posted a new YouTube video reviewing Nate Silver’s book Signal and the Noise. It’s definitely worth reading, so check it out. Video below.
The S&P 500 is down roughly 5 percent over the last 3 months. There are a number of bearish signs to look out for, although there could be some opportunities in distressed debt. Continue reading “Market Commentary—Earnings, Wal-Mart, and Energy”
I read K. Black’s book on strength training, Tactical Barbell, and it was the kind of book that I wish I had come across years ago. He recently came out with Tactical Barbell II, focused on conditioning, and it has a lot of wisdom that goes beyond physical training. Continue reading “Lose the ego: Do you want to look good, or actually be good?”
I picked up a copy of Ashlee Vance’s biography on Elon Musk. It’s worth reading. Here are the key takeaways that I got about Musk’s rise to success. Continue reading “The 7 most important lessons from Elon Musk’s biography”
I just finished up a new YouTube video on networking, going beyond the basics that you’ve already read or heard about elsewhere. Check it out at the link below.
If you enjoyed it, please share on your social media and with your friends and colleagues.
Bonds have gotten a bad rap, not necessarily for bad reason with interest rates probably rising. Here though is why you may still want bonds, but it might not be what you think. Continue reading “In defense of bonds”
The discourse coming from Greece has gotten delusional to the point that Argentina is starting to look rational. Here’s what I’m looking at in the markets. Continue reading “July 2015 Market Commentary”