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The Science Behind Why Inspirational Quotes Motivate Us

Dec 30, 2019 7:20:38 PM / by Tim McCarthy posted in Articles of Interest

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We all have that favorite quote. But what makes some turns of phrase so resonant?

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The End of the American International Order: What Comes Next?

Nov 27, 2019 1:49:10 PM / by Tim McCarthy posted in Articles of Interest

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The Fool | Bob Miller

May 23, 2019 1:16:38 PM / by Tim McCarthy posted in Articles of Interest

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Editor’s Comment: My dear friend, Bob Miller, sends me his self-reflections and I learn.   Bob is one of the widest and deepest thinkers I know, particularly in matters of the soul.  His success as a marketer, philanthropist and musician are of local legend.  This recent passage centers on the age old character of the Fool, then probes more deeply in search of the fool within each of us.  One of the key points which I find alluring is that being the fool requires we take ourselves less seriously which can in turn help us and others through the worst of times.  As Bob and I age, and certainly within the limits of social grace and empathy we are choosing to be more The Fool.     Mill

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Sycamore set to take $1 billion out of Staples | Adam Lewis

Apr 25, 2019 2:39:02 PM / by Tim McCarthy posted in Articles of Interest

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Editor’s Comment: My good friend, Ron DeMattia of Corporate Value Partners sent me this article. It’s more data for the series of discussions he and I have had about the M&A business done right and done wrong. The wrong way (in our view) is adding debt to dividend shareholders; a few people gain and many people lose. Staples owners are cited here but the highest profile case of such concerns currently is Eddie Lambert and his long ride as Sears/Kmart owner.  The courts and others are currently hounding Lambert to discern how much his hedge fund (ESL) gained while tens of thousands lose their jobs and their retirement savings (stock as well as pensions). Sycamore and Sears are just two of dozens of cases Ron and I wonder about.  

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Second-Order Thinking: What Smart People Use to Outperform | Shane Parrish

Mar 27, 2019 6:42:55 PM / by Tim McCarthy posted in Articles of Interest

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Editor's Comment: I ran into the Farnam Street blog and Parrish quite by accident. What I found is a fascinating learning community "dedicated to improving self-education in a learning community environment". This particular article relates to Howard Marks' recently published book, "The Most Important Thing". Both Marks' book and Parrish' blog primarily interest the investment community but this article relates to a much broader point: how our first thoughts can mislead us. A real great reminder for me.

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Greatest Charts | Don McMillan

Feb 28, 2019 9:29:48 AM / by Tim McCarthy posted in Articles of Interest

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Editor's Comment: This is our first try at video article instead of our usual print piece.  Seems worth it as I laughed most of the 9 minutes of this Don McMillan’s zany chart presentations.  For those who’ve suffered through innumerable power points with charts and graphs, it’s a welcome relief.   Thanks to Tim French for passing this on to me.

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Good Morning | Carll Tucker

Jan 25, 2019 3:28:05 PM / by Tim McCarthy posted in Articles of Interest

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Editor’s Comment: I’m honored to be on the private email list of a wonderful writer named Carll Tucker. After ramping and selling a successful chain of community newspapers, Carll founded The Daily Voice, one of the first internet local news outlets. Think of your community newspaper accessed online, right down to classifieds, obits and council meeting reports. He’s also published an entertaining journey book, “The Bear Went Over the Mountain”, enjoyably recounting his search for US Vice Presidents’ gravesites while rethinking his life. The missive I’m sharing nicely defines my own view of life at age 66 plus this marvelous quote about the demands of great wealth: Had we ten times the wealth we’d have fewer investable moments – because great wealth makes great demands. Enjoy.

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How Socially Responsible Investing Lost Its Soul | Rachel Evans

Dec 31, 2018 3:17:42 PM / by Tim McCarthy posted in Articles of Interest

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Editor’s comment: As with every fad and trend I’ve witnessed, there are a lot of fakers in the early years of growth. ESG Investing (Environmental, Social and Governance) is another of those places. This Bloomberg article takes a deep dive into the methods by which some ESG funds have become more marketing than truth.

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Banning Rupees Didn’t Work. This Might | Saritha Rai and Anto Antony, Bloomberg Business Week

Nov 29, 2018 2:08:07 PM / by Tim McCarthy posted in Articles of Interest

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Editor’s comment: I don’t understand India and I’m curious as to how we will morph into a cashless society.  This article blew me away by talking about both.  

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Governments need better ways to manage migration | The Economist

Oct 26, 2018 9:36:55 AM / by Tim McCarthy posted in Articles of Interest

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Editor’s comment:  Simply the most thoughtful article I’ve read on this issue which has sadly become a purely political one in our country.

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