I recently spent a few days at beautiful Dana Point, California, attending EBI West – an annual conference organised by IMN and Ritholtz Wealth. It was a big investment – of both money and time – but worth it. Here are my key...
Bailout Nation by Barry Ritholz; Factfulness by Hans Rosling; I, Fatty by Jerry Stahl and Big Mistakes by Michael Batnick. The best of what I read in June....
At the precise time this blog will be published (I am writing this a week ahead of publication) I am probably in a state of excited terror and low-level nausea. ...
Watch out for fraudsters; the history of the Galton Board; clients' little foibles; the man behind 'Catch me if you can' gives a talk at Google; when values are built on sand; wealthy vs rich; the luxury of having time to concentrate on what clients...
In early December 1999 I had one of those experiences in my career which I knew I was never going to forget. My first appointment that day was with a woman whose husband had recently committed suicide...
How to make better decisions; the difference between speculating & investing; repeating themes; the depression meme; costs matter; the new normal; it could happen to anyone; the unexpected leads to the unexpected; focus on what you can control; why markets ignore Trump; a mind boggling...
There’s no doubt that investors need greater transparency and for the costs they are paying to be presented in a way which is both easy for them to understand and helps to inform their choices by being presented in a manner which enables them to...
Is The Handmaid's Tale fast approaching? The Psychology of Money. If bomb disposal experts can remain calm at work, so can you. News is Old. Life expectancy in Britain. The Next Fifty Years. Investor Coevolution. The importance of remaining intellectually curious. How do...
Cracking good reads this month: Endurance: Shackleton’s Incredible Voyage – Alfred Lansing; Shadow Divers – Robert Kurson; The Black Swan: The Impact of the Highly Improbable – Nassim Nicholas Taleb ; Killers of the Flower Moon: Oil, Money, Murder, and the Birth of the FBI...
The perils of living next door to a lottery winner; Wall St convicts; Do you feel lucky?; Having all your eggs in one basket; the value a good planner adds; Helping our clients spend their money; Beware of hot tips from friends; Not all the...