Due Diligence Don’t Turn Your Portfolio into the NFL Draft Posted on April 28, 2017April 27, 2017 By Matt The NFL draft reminds me of picking investments. Lots of hype followed by second-guessing every pick. It’s nice to acquire new talent, but the key to investing is to avoid a bust. Don’t Overthink It Leading up to the NFL draft, the experts on ESPN make and revise their mock… Read more
Investing Three Trades Based on This Week’s Headlines Posted on April 27, 2017 By Matt The two big news items this week are the French election and US tax reform. There was also a big shakeup in the House of Mouse as Disney’s ESPN laid off a significant amount of on-air talent. What’s the best way to trade this news? If you read this blog… Read more
A Note on Structured Notes Posted on April 15, 2017April 13, 2017 By Matt What happens to all the investments we say no to? We are acutely aware of how our invested money performs, but it can be difficult to keep track of the investments that just didn’t make the cut. Did we dodge a bullet? Or did we miss out on a shooting… Read more
Due Diligence Settling for Average Posted on April 13, 2017 By Matt Settling for Average Capital Group is pushing back hard against the passive investing crowd. They make the case that some basic screens (low expenses, manager investing in their own fund, etc) can reveal good managers. I agree with that. The screens I use at Fairway are kind of hilariously basic… Read more
Due Diligence Walk of Shame Posted on April 11, 2017 By Matt Motivation Most people seem to be operating on the same social frequency. I can see this, but I am unable to take part without tremendous effort that feels insincere. Awkward conversation is my forte. Hoping to improve, I observe and try to understand how people interact with one another. One… Read more
News Eventful 24 Hours Posted on April 7, 2017 By Matt The last 24 hours have been eventful. If you need yet another perspective on world events, keep reading. If not, just skip to Other Stuff where it’s less serious. We launched missiles into Syria. This feels like the typical setup where the world calls on the US to act as… Read more