Venture Society

At heart, I’ve always been a fundamentals guy. After all, I came up through the boring old mining research industry, where supply and demand rules all. When prices are high, mining companies spend money to expand production. When they all expand production together, then supply begins to ramp up faster […]

Sometime tomorrow after Joseph R. Biden, Jr. takes the Presidential Oath of Office, one of his first actions will be to issue an executive order cancelling the Keystone XL pipeline permit. The highly anticipated move will be lauded by liberals, praised by progressives, and applauded by environmentalists. It will also […]

“It takes character to sit with all that cash and do nothing. I didn’t get to where I am by going after mediocre opportunities.” – Charlie Munger I started with nothing. Granted, I was blessed to have an incredibly supportive family. But with regards to wealth creation, I didn’t have […]

When I sit down in the morning to log in and peruse the markets, I usually start off by scrolling through my newsfeed on Twitter. Given I have to cover several markets simultaneously, I’ve curated all the people I follow into broad categories and assigned them to lists that I […]

Many of us are ready to forget about 2020. It was a tough year emotionally, physically, and financially for many. However, just because we are flipping the calendar doesn’t mean investment strategies need to flip too. The coronavirus sent markets into a tailspin in the early part of the year, […]

About 20 years ago, I remember being incredibly excited to sit down and watch Ken Burns’ documentary on the history of Jazz.  Without a doubt, that class was by far one of the coolest that I took in college, and I was anxious to see what Burns — whose previous […]

Do you have FOMO yet? If you didn’t put your cash to work in 2020, then you’re fighting the tide ignited by the Federal Reserve. Never in the history of the world has so much money been printed. Plus, if you’re an accountant and love seeing balanced books, you’ve likely […]

If you’ve been following along with me over the past few months, you know I like to occasionally write about the craft that goes into the creative process. But I’ve never really taken the time to write about the creative process itself. And since I found myself with some extra […]

After starting the season a perfect 11-0, my beloved Pittsburgh Steelers have had a rough few weeks. Thanks to an outbreak of COVID-19 in the Baltimore Ravens camp, their game originally slated for the end of November was pushed back all the way to Wednesday, December 2nd.  Although they ultimately […]