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.

hb