SoftBank’s Vision Fund will very likely end up becoming a cautionary tale. All investors can take valuable lessons from their mistakes. For those who aren’t familiar, Vision Fund is a […]

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Financial markets have been volatile recently. That might not change for a while. What is a savvy investor to do? To understand the right moves in challenging times, we need […]

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In the midst of the current crisis, we can get ahead of ourselves thinking about the long term. Now is a time to largely focus on the here and now […]

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There’s an ongoing debate about the goals of investing.  Focus on making money vs. prioritizing environmental and social progress along with financial returns? I don’t think there’s anything wrong with […]

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Data doesn’t lie. But does it tell the truth?  The current fixation on data analytics suggests that data is the only basis for sound decision-making. To succeed, we should rid […]

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Investors care more than ever about the environmental and social impact of companies they invest in.  In the big picture, this is progress towards making the world a better place. […]

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Supply-and-Demand is a key factor in real estate investing.  When we look at Supply, we ask ourselves: How much developed land is there, how is it zoned, and how is […]

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Most people are really bad at thinking clearly and rationally about (uncertain) future events.  No surprise — our brains evolved to make snap judgements in very uncertain and potentially very […]

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People often forget that the world is complex, and outcomes are hard to predict.  Simple explanations for cause-and-effect can be tools in helping us understand the world. But very often […]

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I saw recently that Fannie Mae and Freddie Mac are exploring potential IPOs — again.  These government backed real estate giants failed spectacularly in the last financial crisis. There is […]

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