For those of you who are meeting me for the first time, let me recite my Mantra:
My goal is to synthesize large ideas into reasonable investment themes by taking a dispassionate view of the entire landscape and to avoid being distracted by short-term noise (local volatility).
Most importantly, to use Common Sense, a skill that is not of great value during formal schooling, but is the fulcrum of real life.
If you are still reading this site, you can afford to take a vacation and enjoy your family. Remember, family trumps work. Those extra few dollars cannot replace “kid time”. The graveyards are full of indispensable people (and you know I mean you).
While this is certainly not “G-d’s work”, I do believe I provide some value to society. I hope some of the notions I expound will help you to do the same.
— HB
