Welcome! After almost a year of posting (if 9-10 entries can even be called posting), I’ve decided to change the mission and focus of this blog. I will continue to write about individual stock ideas that I may be owning or shorting in my fund but I wanted to expand the subject matter to any of my musings on finance or the business world. I also decided to try and be a little more committed to writing at least one entry each week. I’ve changed the “about” page to reflect the new direction.
Likely topics include:
- Short-selling
- Use of leverage
- Politics as it relates to business/fiscal policy
- Personal finance including 401k and real estate
- Drafting a personal asset management plan
- Market dynamics including liquidity, volatility, and trends
- Market participants including hedge funds, mutual funds, and sovereign wealth funds
- Investor psychology and emotion
Feel free to suggest other topics. My aim is to make this informative for you and, hopefully, help you to make better decisions when it comes to your money and your assets. I think it will be particularly relevant over the course of the next few years as we brace for some difficult times in the economy. A bad economy does not have to be bad for you; in fact, if you’re well prepared, a bad economy is a great time to reap the benefits of managing your money wisely because there are deals to be had. Consider this: everything is getting cheaper – stocks, bonds, houses, gas, furniture, clothes. If you are in cash, you are in a prime position to take advantage of the nationwide “sale.” You are actually getting richer simply because things are getting cheaper and your wealth is staying the same. But, I digress. This is a topic for another day. Welcome to the new blog and happy reading!