The Convexity Maven:
For those of you who are meeting me for the first time, let me recite my Mantra:
1) It is ALWAYS about character.
2) It is NEVER different this time.
3) You are born; you live; and then you die. Prioritize your life.
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.