The Convexity Maven:

For those of you who are meeting me for the first time, let me recite my Mantra:

1)  It is ALWAYS about character.  

2)  It is NEVER different this time.

3)  You are born; you live; and then you die.  Prioritize you life.  

 My goal is to synthesize large ideas into reasonable investment themes by taking a
     dispassionate view of the entire landscape and to avoid being distracted by 
     short-term noise (local volatility).  Most importantly, to use Common Sense, a skill
     that is not of great value during formal schooling, but is the fulcrum of real life.

If you are still reading this site, you can afford to take a vacation and enjoy your family.

     Remember, family trumps work.  Those extra few dollars cannot replace "kid time".

     The graveyards are full of indispensable people (and you know I mean you ).

While this is certainly not "G-d's work", I do believe I provide some value to society. 

     I hope some of the notions I expound will help you to do the same.

hb