I had a very productive day recently that was the perfect mix of farming and investment focus that I wanted to share in more of a journal format to document this great day.  I took the day off work to focus some individual attention on some personal goals.  I thought this might be an appropriate … Continue reading Thursday On The Farm →

Reading Famed investor Joel Greenblatt shared a market overview and discussed where he thinks his firm's strategy stands given today's market environment. There were a lot of Seinfeld references on FinTwit this week.  Cliff Asness asks whether, given his firm's relative underperformance, they should adopt a George Costanza (ie. do opposite) portfolio? Josh Brown writes … Continue reading What I Was Doing On The Farm This Week →

I work in construction and in 2014 our family built a new house.  When I tell people I "built our house" they look at me intently and wait for me to explain that I wasn't swinging a hammer.  I acted as the general contractor which means I organized the project, answered the questions, and paid … Continue reading Building The Foundation →

Where my attention has been this week. Reading Nick Maggiulli blends Malcolm Galdwell's Tipping Point into the investment landscape and asks What Is Your Financial Tipping Point? Patrick O'Shaughnessy presented his 3rd Quarter Investor Letter with a deep dive into answering the question of whether there is alpha within factor investing as it relates to stock … Continue reading What I Was Doing On The Farm This Week →

My Latest Blog Posting. Where my attention has been this week. Reading NY Times article showing stock company buybacks not supporting the market this week. Ben Carlson makes The Case For Bonds. Chicago Tribune on The Eddie Lampert and Sears Saga Michael Batnick on this week's U-G-L-Y Market. Vanguard brochure on how their factor ETF … Continue reading What I Was Doing On The Farm This Week →