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Bears Watching: That Sound

Reading Time: < 1 minute Multiple choice question. That giant sucking sound you hear is: The Fed reducing its balance sheet (i.e., quantitative tightening). Enormous amounts of paper gains in […]

Influential Reads – August 2022

Reading Time: 4 minutes “So much advantage in life comes from being willing to look foolish in the short term. ” – Farnam Street Happy Labor Day.  After you […]

Bears Watching: Climbing Yields

Reading Time: < 1 minute The [relatively] incredible rise in yields continues, and appears to be moving out the yield curve. Still inverted, of course. But getting less so. And, […]

Three Take-Aways: Titan: The Life of John D. Rockefeller, Sr.

Reading Time: 2 minutes “Rockefeller equated silence with strength: …’success comes from keeping the ears open and the mouth closed.” (pp. 174) This was a beast of a book: […]

Excel Templates & Other Free Stuff

Reading Time: < 1 minute Readers, Financial modeling and excel are skills that I am good at.  I am not sure if that is a good or bad thing. And […]

Grand Teton N.P. Map

Reading Time: < 1 minute We love Grand Teton Natoinal Park. We’ve had many adventures there. See some highlights: Camping In Grand Teton N.P. Teton Canyon Camping In Grand Teton […]

Influential Reads – July 2022

Reading Time: 2 minutes “Predicting the future is harder than misremembering the past.” – Cliff Asness I have been pretty quiet this summer, since I have no special insights […]

That’s a Bunch of…: Verizon Chat

Reading Time: < 1 minute A playbook for making a customer angry.

Winter Boot Liners

Reading Time: 2 minutes I found an original pair of Sorel Caribou, the standard issue winter boot, in a Thrift Shop in St. Augustine, Florida a few years back. […]

Maturity Schedule Tracker

Reading Time: < 1 minute Not saying that you should, but let’s assume that you might want to track maturity schedules as you termed out some cash – because rates […]

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Recent Reads

Stephen's bookshelf: read

The Subtle Art of Not Giving a F*ck: A Counterintuitive Approach to Living a Good Life
really liked it
The Subtle Art of Not Giving a F*ck: A Counterintuitive Approach to Living a Good Life
by Mark Manson
The Girl Who Lived Twice
liked it
The Girl Who Lived Twice
by David Lagercrantz
Leaving Las Vegas
Leaving Las Vegas
by John O'Brien
Unspeakable Things
really liked it
Unspeakable Things
by Jess Lourey
Big Sur
did not like it
Big Sur
by Jack Kerouac

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