“The first rule of compounding: Never interrupt it unnecessarily.” - Charlie Munger I love this Munger quote. (h/t to @LiviamCapital). I...

All the concern over inflation reminded me of the late Barton Biggs, the long-time strategist at Morgan Stanley. He used to write about...

“There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some...

The people at Shepherd.com asked me to create a favorite book list on their site. Shepherd aims to create "an experience that is like...