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Small Stocks for Big Gains
As we enter the final month of the final year of the decade, investors face the eternal question: how much should I have in stocks at this point? As a start on that answer, we must acknowledge that thinking about stocks as one asset class really is an oversimplification. I suggest we look first at a subset of the stock…
SoWa Winter Festival
Wintertime fun for the whole family can be had at the 5th annual SoWa Winter Festival. Enjoy the biggest winter shopping village and festival in Boston. You’ll find the perfect handmade gifts, sip on winter cocktails, and discover the best of the SoWa Art + Design District. Free to attend, the festival includes Boston’s best food trucks and live ice…
The Big Debt Crisis Article
Without debt, the majority of people would never be able to own a home. Companies would struggle to build data centers and manufacturing plants. Governments wouldn’t be able to build subway systems, hospitals or highways. No debt means no growth. Still, there are limits. Too much debt, poorly managed, leads to disasters. With this in mind, Ray Dalio and his firm…
Thank You & Gratitude
In an age of abundance, the communal practice of giving thanks is something to be grateful for in and of itself. Taking the time to give thanks is an opportunity for a perspective reset. It allows us to step beyond whatever challenge-du-jour we have faced and step into a place of empathy and connection. Often caught up in our efforts…
Demographics Are Fundamental To Investing
Andy Kessler wrote a great WSJ article on Monday about China and demographics, called “Old Age Will Put China To Rest”. It made me remember how excited we were at Morgan Stanley 35 years ago when we started to collect demographic data outside the United States. Today, in 2019, our access to demographic data has grown exponentially. It’s important we…
The Body: A Guide for Occupants
Bill Bryson, bestselling author of A Short History of Nearly Everything, takes us on a head-to-toe tour of the marvel that is the human body. The book guides us through the human body–how it functions, its remarkable ability to heal itself, and (unfortunately) the ways it can fail. As Bill Bryson writes, “We pass our existence within this wobble of flesh…
Cosmic Origins
This year the Harvard Museum of Natural History marked the 50th anniversary of the first manned mission to the Moon and Neil Armstrong’s “giant leap for mankind” with the unveiling of Cosmic Origins. Visitors can investigate the origins of and processes shaping planetary bodies and stars by using touchable specimens, colorful visuals, and interactive media. Through November 27, 2019, the exhibit will…
Atomic Habits for Investors
I read James Clear’s Atomic Habits last week. It got me thinking about how our performance as investors can be greatly affected by our habits — both our ability to adopt (and sustain) good ones and to break bad ones. Clear’s premise is very compelling; he suggests when we can get down to the atomic level in our thoughts and…
When You Are Acquired: The Three R’s To Consider
More than 200 Massachusetts companies have been acquired so far this year. Almost all were privately held. When you are acquired, it’s not just a life-changing liquidity event, it’s validation of your business model and a hard-earned reward for your ideas and long hours. In the big deal, you’ll receive cash, stock and/or incentives to continue working. Then what? Based…
