Post 150

Every now and then I do a post to talk about the blog itself, and my future plans for it.? While talking with an old friend of mine, who founded and majority owns a company that makes the best commercial lawn mowers in the world (full disclosure: I own a little less than 1%), I told him about my blog, and he thought it made perfect sense for me to do it.? Regardless of the eventual result, he said that I was building my brand.

I never thought of it that way before, and much as I like contributing to RealMoney.com, I am putting more of my thinking, and the better part of my thinking here.? So where am I going with the blog in the near term?

  • Finishing off the portfolio reshaping.? RealMoney will see the results of this second, and the blog first.
  • I have five news compendia posts coming on Economic Theory, Macroeconomics, Speculation, Derivatives (yes, Bear, subprime, and more), and Miscellaneous (the grab bag).
  • I also plan on improving some of the permanent pages, particularly my bio, fleshing out the investment books that I have learned from, and fleshing out my investment performance, so that I can publicly display it to readers (I’ve had a great last seven years).

Now, my ultimate goals are to either start an investment newsletter or start my own investment shop.? I have described what I would do on the following permanent pages (newsletterinvestment management).? So far, I have gotten about 20 bites on the newsletter, but I would need a minimum of 100 to make me quit my job to do that.? As for investment management, I am actively interested in any seed investor that would be willing to fund me.? Aside from that, I am still working with a fellow who is looking to revolutionize the health insurance industry, who if he gets funded, would like me to be his CIO.? We’ll see.

Because my main calling is to be a good husband and father, I can live with delays in my longer-term planning; things are going well.? I also have a calling to my church, which is having its annual meeting this coming week.? I can’t tell whether I will be posting more or less while I am at the conference; I’ll see what I can do.

Regardless, have a great week as the second quarter finishes up.

5 thoughts on “Post 150

  1. I don’t know how you get feedback on your readership, but wanted you to know that I very much enjoy your articles and thinking and make a regular habit of stopping by. May your ‘brand’ thrive!

  2. Hi David! I posted a question about credit spreads a few days ago. It was a question about how to track credit spreads. Tony Crescenzi mentioned tracking swap spreads in an article on Real Money. How and where would an individual investor go about doing this? Are there particular websites that you look at to monitor credit spreads? Thank you?

  3. Thanks for the update on your plans. It would seem to be very much in accord with what seems (to me) to be your deeper professional calling to continue on the path to running your own investment shop. Best wishes in all this unfolding as you choose.

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