Recent Posts

• - Two Sides of the Same Timeless Truth Coin
• - The Kids Were Alright: A Look Back at a Portfolio From 1998
• - Premium Points 4Q-2025 | The Bi-Polar Market
• - Peace on Earth & Happy New Year 2026
• - PremiumPoints 3Q-2025
• - PremiumPoints 2Q-2025. Phoenixville Best Small Town in U.S.
• - Fly the Plane. Manage the Money.
• - Tariffs, Uncertainty & Volatility
• - Tiger Woods vs. Tesla
• - PremiumPoints 4Q-2024
• - Peace on Earth
• - Clothier Springs Capital Partners Accepting New Investment
• - PremiumPoints 3Q-2024: Onward & Upward
• - Premium Points 2Q-2024: Birthdays, Benchmarks & Behavior
• - PremiumPoints 4Q-2023: Equities Make New All-Time Highs
• - PremiumPoints 3Q-2023: The Inflection Point May Have Arrived
• - PremiumPoints 2Q-2023: The Summer Doldrums
• - PremiumPoints 1Q-2023: The Secret Sauce
• - Three Years After
• - Flowers Bloom and Weeds Wither
• - PremiumPoints 4Q-2022 | What's An Investor To Do?
• - PremiumPoints 3Q-2022 | Is It Inflation or Corporate Gouging?
• - Caveat Investore!
• - PremiumPoints 1Q-2022 | Why We Like Multi-Family Investing
• - Clothier Springs Capital Partners: First Construction Loan
• - PremiumPoints 4Q-2021 Issue | A Tale of Two Markets
• - PremiumPoints 3Q-2021 | The High Cost of Comfort
• - Game, Set and Match for ETFs
• - Newsletter: PremiumPoints 2Q-2021
• - Newsletter: Premium Points 1Q-2021
• - Do Cryptocurrencies Have Any Value?
• - Is the Great Inflection Point Upon Us?
• - PremiumPoints 4Q-2020
• - How to Safely Re-Build Your Equity Exposure
• - A Tale of Two Hedge Funds
• - What Should Investors Do Now?
• - PremiumPoints 3Q-2020 | Emerging (Arrived) Investment Themes
• - PremiumPoints 2Q-2020 | Getting a Few Things Off Our Chest
• - There Are No Silver Bullets….but This Comes Close
• - For Rational Investors Only
• - Year-End 2018 Odds & Ends
• - New Highs, Party Poopers & Financial Engineering
• - PremiumPoints 2Q-2018 Issue: "Structure IS the Strategy"
• - We’re in the Client Outcome Business, Not the Investment Performance Business
• - 10 + 1 Things to Degrade Your Investment Outcome
• - PremiumPoints 1Q-2018 Issue
• - Alpha, Schmalpha and the Persistence of Sub-Optimal Business Models and Investment Advisory Offerings
• - PremiumPoints 4Q-2017 Issue
• - Of Dot-Com's, Internet Bubble and Pseudo-Currencies
• - Cryptocurrencies, Intrinsic Value and Greater Fools