Sic Transit Gloria – What Now? Apr17

Posted by & filed under Investing.

The incredible, long and delightful equity and debt bull markets are toast. No one knows dispositively or can prescriptively foretell the exact financial impact of COVID-19. Nevertheless, as stewards of investment capital, we cannot be like the quivering white rabbit sitting frozen while looking into the eyes of this scary snake. Portfolios as well as investors demand that capital be deployed productively and safely

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Mindsets Which Support Favorable Investment Outcomes during Market Duress Apr8

Posted by & filed under Hedge Fund Performance, Investing.

After 35 years as an active investment manager, my training in the biological sciences informs my understanding and how I transact in the markets. I’ve observed thousands of patterns with a tendency to repeat. Although the landscape is never exactly the same, certain historical blueprints offer efficacy towards successfully enduring and ultimately thriving during periods of market duress

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