One of the things I often have to remind my clients in my work as an Investment Manager is that while the sum of our parts is always going to be just fine, it is irrational to expect that each individual part will always be...

Had the European collectivists and centrists who have done such a fantastic job running that continent gotten together and come back with a “small package” last weekend, the market response would have been worse, not better. So they went to the next big number once...

Trojan Family – I have more to write on Pete’s departure and will post it later today. For now, I thought the following would generate discussion: This is not a “preferred order of candidates” – just names on a list and the pros/cons/etc. (1) Jeff...

Like many Americans, I confess to being somewhat taken aback by the drama surrounding Tiger Woods over the last week. I do not apologize for adoring Tiger Woods the golfer and competitor, and in the aftermath of the revelations this week, I do not apologize...

I am starting this week with the dedication. These musings are dedicated to Stafon Johnson, who God protected this week from what could have been an absolutely unspeakable disaster. I do not know if he will be in a Trojan uniform next year, or a...

Because the proverbial you-know-what did not really hit the fan until September of 2008 (with the one week period that included the fall of Fannie Mae, Freddie Mac, Lehman Brothers, Merrill Lynch, and AIG), many seem to forget that in March of 2008, six full months prior, Wall Street lost one of its true gem stones: the illustrious Bear Stearns. [...]