Mission Statement

To Shine A Bright Light On Complex + Meaningful Asset Management, Business And Economic Issues…Articulated With A Sharp Global Viewpoint.

A Long/Short Equity Portfolio Manager Motivated To Write By The Frequent Inaccuracies + Over-Simplifications Produced By The Mainstream Financial Media…Most Of Whom Are Just Journalists…Without Direct Institutional Capital Market Experience.

Focused On Consequential + Subsequent Business Iterations…NOT Recycled “News” Typically Distributed + Produced + Promoted By Commercially Motivated Media.

The Posts Are Primarily Intended For Proprietary Clients And Professional Associates.