The Investor’s Edge

|Let’s take a more nuanced view and talk about individual stocks and not the markets since the word “average” doesn’t seem to apply right now.| Not much new here. Markets are more manic than normal, though these are hardly normal times. Investor sentiment by most measures remains skeptical and cautious. And yet day trading is […]

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Chick’s Tunes

|Chick Corea was on my turntable decades before I knew who he was. Albums like The Leprechaun and Romantic Warrior have been staples of my jazz soundtrack since critical listening became a treasured habit.| A keyboard player who worked with all the greats and pretty much played it all, Corea has spent the last couple […]

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A Life of Ideas

|Lary Bloom isn’t in the art business, he was a friend of LeWitt, and as such this biography is more about the man than his art.| There were several curious aspects to my purchase of an original pen and ink drawing by Sol LeWitt from his incomplete cube series. A work long coveted, when one […]

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Don’t Let the Gold Bug Bite

As it tends to do in tumultuous times, gold is once again shining brightly. There was a sort-of Mea Culpa recently by one of my favorite financial authors, Jason Zweig, in the Wall Street Journal. Reflecting back on a comment made five years ago disparaging gold as an investment, he admits that the 10.5% annual […]

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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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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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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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