by Advising Partner | May 2, 2023 | Monthly Note
“History never repeats itself. Man always does.” –Voltaire As a proponent of systematic investing, we often talk about the dangers of overfitting rules to past market behavior. This is a process known as “curve fitting.” We think it’s dangerous for many reasons,...
by Advising Partner | Apr 6, 2023 | Monthly Note
April 2023 Monthly Investment Update Control What You Can, Remove the Rest “Grand strategy is the art of looking beyond the present battle and calculating ahead. Focus on your ultimate goal and plot to reach it.” –Robert Greene, “The 33 Strategies of War” When...
by Advising Partner | Mar 3, 2023 | Monthly Note
March 2023 Monthly Investment Update Hunting For Weeds So the Flowers Can Bloom “Beware the investment activity that produces applause; the great moves are usually greeted by yawns.” –Warren Buffett In honor of Berkshire Hathaway’s annual letter being...
by Advising Partner | Feb 2, 2023 | Monthly Note
February 2023 Monthly Investment Update Our New Refrain: ‘First Time In a While’ “We’ve fallen into a trap of ever-widening orbits of contact, and there is a total disregard for the present moment.” –Jerry Seinfel It seems like the world of trading and investing...
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