Purloined from The Skorina Letter which was lifted from a Ted Seides interview with Wash U CIO, Scott Wilson. The trustees observed that the best
I don’t know Andrew Left so I am not prepared to comment on his character. But if you are telling me that taking an investment
It’s May 2026 and once again civilization and financial markets have made it 5-ish months into a new year without self-combusting like a Spinal Tap drummer.
This is way too long to read, unless of course you think that understanding business strategy, management, and execution are important variables in investing for
Yes, I tend to see “things in many things” through the lens of investment management, information processing, and the tendencies of behavioral bias. One Stewart
If a PM can get 80% up to speed in 3 minutes of reading before he starts to exercise judgment and how to allocate time, that guts a lot of the graduating class of 2026 and Office licenses
I am focused on the money. I have wasted a lot of time in this space and by no means claim my Black 8 Ball has it wired. But at the present time, the “math” on trillions doesn’t produce a tangible return to those spending it.
Click on the image a PDF version of the letter. We are awash in high frequency yack and CSC has determined NOT to comment on
