Ode to Joy

One of the joys of live music is that you are there the moment beauty is created – when reading a book or viewing a painting your participation is well past the act of creation and in my view that is somewhat isolating. Live music is a shared cultural experience.

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The World Is Changing — So Can We

I went for a long bike ride today. I needed to get out and clear my head. The sun was shining, daffodils were emerging along the riverside bike path, dogwood trees were in bloom and at one point I thought to myself, “Yeah, life goes on.” Pretty corny, and maybe even a bit selfish given…

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The Genius of People on LinkedIn

Social media is the gift that just keeps on giving. Dropped into my LinkedIn page this morning to see a fund manager – that is someone who takes other peoples money and trades it proclaim that the recent rise in the price of orange juice futures was because people thought vitamin C was good for…

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Darwin – The Brilliant Plodder

Charles Darwin is ever with us. A month seldom passes without new books about the man, his life, his work, and his influence—books by scholars for scholars, by scholars for ordinary readers, and by the many unwashed rest of us nonfiction authors who presume to enter the fray, convinced that there’s one more new way…

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The World Is Impermanent

That’s what Jerry Colonna told me when I asked him what to do with all the fear and uncertainty going on right now with the market collapse and the COVID-19 pandemic. Not very uplifting. At least, not at first glance. But the truth is, this conversation with Jerry was not about convenient lies and magic pills. It’s…

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Long Toilet Paper / Short Equities

Panic is an overwhelming feeling of fear that can dominate our decision making.  It typically begins with a significant and sudden change in circumstance.  The outbreak of coronavirus has provided numerous examples of decisions that are seemingly fuelled by stress and uncertainty; from the bizarre stockpiling of toilet paper to the dramatic daily moves in…

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More on Buy and Hold

One of the good things about being in lockdown is that you get to work on all sorts of little projects and you don’t have to put up with all that pesky people stuff that I am ever so good at. The bad thing is people still send you stupid stuff – the world would…

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