Welcome to Kaoboy Musings!

Originally published Sep 16, 2019

Welcome to Kaoboy Musings!

What started as an informal distribution list to my friends & family regarding the economy & markets has evolved into a blog about the markets, the economy, and life in general.  I hope you will find the posts relevant and impactful.  

After 22 years in the hedge fund business (17 of them at my own firm), I decided to close my fund to outside investors and focus primarily on managing my own money.  Despite "retiring," I still have a passion for following the markets and economy and enjoy expressing my ideas and opinions.  I may, from time to time, opine on an investment idea or theme that I am involved in and invite your devil's advocacy.

I’ve always found that writing my ideas down, sharing them with smart people, and encouraging dialogue and critique is often the best way to validate or invalidate a thesis and to stay mentally nimble.  As a firm believer in Charlie Munger's concept of having "multiple mental models," I am a prolific reader about a broad swath of topics and will include occasional content reviews as well.

With that in mind, I encourage you to be vocal in the forums and share your views!