In my view, these were my best posts written between November 2013 and January 2014:
Be regular (I need that advice myself), write on what you care about, start small. Not that much different than this recent interview of me regarding blogging.
Depends on whether you need it for protection or as part of a tax shelter or estate plan.
Remember that older folks are very tempting targets for fraudsters, and very nice people delivering subpar service at a high price.
I give you my favorite sources. Most are free.
Advice on what to do if you get such an opportunity.
It’s not an easy question, particularly when it comes to shorting or being levered long, but I do offer some ideas that are better than things I have read.
It is better to model the individual risks and manage them, than to rely on an academic-derived model with unstable parameters.
As in any management style, typically the best managers get there first, followed by less talented wannabes.
It depends on your time horizon(s)
How to sort though multiple factors in investing, and is investment in the insurance industry overdone?
On weighting position sizes by expected returns, and What are the tests I use to check if accounting is fair?
A compendium piece to the way I reason through investing in financial companies.
It aids in managing the capital of the company wisely, especially when doing M&A.
When those that hold risk assets predominantly have weak balance sheets, with short-dated funding/horizons, it is time to reduce risk.
More on the foolishness of the FSOC and attempts to look for systemic risk where there is none.
Rising stock prices does not mean that monetary policy or any other government policy is necessarily good.
Not everything is going to fail, but the the worst 1-3% will. Avoid municipalities under severe stress.
What do you do when the whole world becomes more competitive, and compensation in your industry comes under pressure?
How could we make banking regulators more intelligent about the industry that they watch over? Give them experience in managing a small bank.