Good reads 12/22

Good reads 12/22

Three good articles that caught my eye recently: Seth Godin – Five True Statements: There is a lot of very innocent deception in the world. People “doing” what they think is the right thing, rather than “being” who they are. Howard Marks...
Good reads 12/22

Good reads 11/22

Three good articles that caught my eye recently: Charlie Bilello – There Will Be Drawdowns: Humans can’t store vitamin C, we have to keep taking it. Similarly, in investing we must keep reminding ourselves of what the journey is like and how rewarding it...
Crumbs of comfort?

Crumbs of comfort?

A recent message to all our clients: It has been a torrid year for investments and investors there can be no doubt about that – 98% of the time you can expect better return than we have had so far this year. This is my first crumb of comfort. For the first time in...