Hits and Home Runs

Hits and Home Runs

Do you know Joe Jackson, Tris Speaker, and Harry Heilman? If not, you’re not alone. How about Barry Bonds, Hank Aaron, Babe Ruth, Alex Rodriguez, and Sammy Sosa? All these guys played Major League Baseball. The first three names are in the all-time top-10 for career...
A Tale of Two Returns

A Tale of Two Returns

When things are going right, no one questions their investment strategy. It’s more challenging to find the same level of conviction when you’re watching the market nosedive. Your conviction was tested in 2020. If you stayed the course, you were likely rewarded. If you...
The Map vs The Terrain

The Map vs The Terrain

Before my first ultra-marathon, I reviewed the course map a lot. The map showed 4,700’ of elevation gain. A gain I struggled to conceptualize. For perspective, the Boston Marathon has roughly 800’ of elevation. The Manchester City Marathon had 1600’ of elevation gain....
Pump the Brakes

Pump the Brakes

The narrative we create in our minds isn’t always accurate. Look at the financial media’s recent coverage of the NASDAQ’s performance. “The intense sell-off” has been a daily breaking news headline. The top 5 weightings in the NASDAQ 100 are Apple, Microsoft, Amazon,...