Sign up below to get Unqualified Opinions delivered to your inbox.
If You’re Going to Invest in Ponzi Schemes, Diversify
We had a joke at my old office that Ponzi Schemes would be a great asset class if only someone could appropriately manage the duration risk.
Coffee, a Strong Dollar, and the Reverse Pareto
Our joke with investors is that the biggest risk to our ability to execute our investment strategy is cholesterol.