Investment Strategy

You and Oracle’s Larry Ellison Look Marvelous

Your Survival Guy was putting on the practice green before a member-guest outing when my friend and I were talking about how long the...

When Nasdaq Fell Nearly 78% from Peak

“When the dot-com bubble burst in March 2000, the Nasdaq fell nearly 78% from its peak,” writes William Goetzmann for the WSJ in “Financial...

Who Ya Gonna Call?

When Your Survival Guy has questions about guns, sailing, fishing, wine, golf, and flying private, I have a list of experts on each topic...

Big Swing: WVB (Wellington Vanguard Blackstone) All Markets

OK, I don’t really like writing this about my concerns with the Vanguard Group and Wellington Management, but with both firms teaming up with...

Your Survival Guy: Children Never Stop Needing You

During our conversations, you, like any proud parent or grandparent, tell me about your family. For many of you, I am lucky enough to...

Margin Debt at All Time Highs

When you look at the level of margin debt, you have to wonder what happens when markets go the other way and the bankers...

Summer 2025 Check-in: How You Livin’?

In my conversations with you, I know you’re living well because you tell me. When I call you and I ask about what’s going...

Your Survival Guy from Boat Shoes to Loafers

On Saturday, Your Survival Guy changed his boat shoes for loafers for a one-night celebration of our daughter’s 24th birthday. A recent Northeastern University...

Your Survival Guy: “You Wouldn’t Have Liked It”

On Sunday, Your Survival Guy had to deal with some rough weather bringing our boat, the Tom Sawyer, back to Newport, RI. It wasn’t...

Survival Guy: An All-Weather Balanced Portfolio

You know Your Survival Guy’s been stuck in the fog plenty of times. That’s boating. And as I write to you this morning, it’s...