Don’t Forget to Breathe

|A real investment strategy is not a document or a forecast, but a viewpoint about how to respond to the forces at work around us.| I am often admonished by my boxing trainer to breathe. Trying to control my footwork and find a proper response to an attack and put my punches in a logical […]

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The Classical Roots of New Jazz

|The last couple of years has witnessed some very good music standing on the corner of Jazz and Classical.| When the riot broke out on May 28, 1913, during the first public performance of Igor Stravinsky’s Rite of Spring in Paris, it’s hard to believe the spirit of the new jazz music in America wasn’t standing […]

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Bridget Riley

|“Those who understand art only by what it looks like often do not understand very much at all.” -Sol Lewitt| In 1965 Bridget Riley made a trip to New York City to participate in a show titled, “The Responsive Eye.” Her black and white works were already well known with one having been purchased by […]

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It’s A Fool’s Errand

|During the last financial crisis, a manager at UBS commented that every investor should have a “SWAN” account—for “sleep well at night.”| _______________________________________________ It’s a fool’s errand to try and explain daily gyrations in equity markets. The ride since the S&P 500 hit an all-time high just a few weeks ago has been dramatic, and […]

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Abdullah Ibrahim

|Duke Ellington Presents from 1963 introduces the world to Abdullah Ibrahim, then living in Switzerland. Nelson Mandela invites the prodigal son back to South Africa in 1990. Subsequently, Ibrahim performs at Mandela’s inauguration in 1994. Since then he has continued to find his own way toward new musical worlds.| In 2019 Abdullah Ibrahim produced The […]

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Think Like a Man of Action, Act Like a Man of Thought.

As financial markets continue in their highly erratic trajectory, amid Covid-19, they leave opportunity (as well as shock and awe) in their wake. This is a time when it is especially important to avoid emotional reactions and focus on intelligent decision-making. Revisiting some notes made a decade ago during more quiet times – specifically, the […]

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On Prognostication

|We tend to brag about our most recent brilliant investment while conveniently forgetting our more frequent whiffs.| Chapter eleven from the first book of essays by Michel de Montaigne serves as a welcome reminder that some truths are beyond debate. A minor noble, occasional public servant and prolific reader Montaigne began writing short works of […]

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When Similar Does Not Mean Same As

|“…it’s fascinating to see people converging at similar visual endpoints even when starting from different places, following divergent paths, and all the while thinking about different things.”|   For no particular reason, I bought a handsome catalog of Paul Klee works printed in conjunction with an exhibit at the Guggenheim Museum (May 7 to September […]

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Joshua Redman Quartet

|The Joshua Redman Quartet seem to have taken the suggestion of Miles Davis to heart, “First play what you know, then play beyond what you know.”| The new album by saxophonist Joshua Redman, Come What May (2019), features a band Redman first recorded within 2000. In a Wall Street Journal interview from May of that […]

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