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NYee
Sep 26, 20232 min read
The Models That Drove Stocks Up Now Aren't So Sure
The model used by the Federal Reserve to value the stock market (the Fed Model) takes the consensus expected earnings for a group of...
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NYee
Sep 1, 20233 min read
The Frog in the Boiling Water
Many of our clients are upset or at least disappointed about the situation with the U.S. government debt and deficits. For context,...
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RBeckwith
Aug 24, 20232 min read
Where There's Complexity, There's Opportunity
Often the most difficult problems in life are also the most rewarding to solve. There’s no easy answer because if there was, the problem...
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NYee
Jul 20, 20234 min read
Jelly Donuts
Ever heard of the jelly donut theory of monetary policy? Here it is, as explained by David Einhorn from Greenlight Capital: "The jelly...
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NYee
Jul 6, 20232 min read
Do You Have an Independent Mindset? You Might Be The People For Us.
The entrepreneurs we love are independent thinkers. Most people can only see what is - what has just happened and what's happening right...
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NYee
Jun 1, 20233 min read
If Price is All You Have...What Exactly Do You Have?
So much of what happens in investing is all about price - the price of a stock, the price of a bond, the price of whatever…if the price...
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NYee
May 2, 20232 min read
The Waiting is the Hardest Part
Now looks like a good time for patience – especially with corporate bonds. Despite the volatility of the last 12-18 months, credit...
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NYee
Apr 18, 20233 min read
The Duration Chickens Come Home to Roost
When the “Si” bank (Silicon Valley, Signature, Silvergate) failures made headlines about 5 weeks ago, there was a palpable sense of...
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NYee
Feb 2, 20233 min read
Two Sides of the Same Coin: Entrepreneur and Investor
One of our principles at Bluestone is that business and investing are two sides of the same coin. As an entrepreneur you are an...
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NYee
Jan 5, 20233 min read
A Better Scoreboard
The turning of another page on the Gregorian calendar to mark the earth’s latest trip around the sun provides a natural opportunity to...
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NYee
Oct 20, 20222 min read
When the Pendulum Swings, It Usually Swings to Excess
Things are good. Things are not good. Those seem to be the two lenses through which most people view the world most of the time. “Human...
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NYee
Oct 7, 20222 min read
Really - Stop Fooling Yourself!
Richard Feynman’s first principle was that you must not fool yourself - and you are the easiest person to fool. One way we fool ourselves...
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NYee
Aug 22, 20222 min read
You Must Not Fool Yourself
“The first principle is that you must not fool yourself, and you are the easiest person to fool.”(1) The great physicist, Richard...
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NYee
Aug 4, 20222 min read
Make Time Your Friend
In business and investing, it's remarkable how we get so wrapped up in the topics of the day: what will happen to the economy? Will there...
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NYee
Jul 19, 20222 min read
Wealth Destruction or Inflation
For the last 25 years, U.S. wealth growth has handily outpaced GDP growth(1). In their efforts to avert the consequences of financial...
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NYee
Jul 5, 20223 min read
Why It's Hard for Entrepreneurs to be Investors
An entrepreneur is that special breed of person who will back themselves in spite of the odds being against them. Invest in a collection...
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NYee
Jun 22, 20222 min read
Your Choice: Volatility or Debasement?
“No one likes volatility but the alternative in this particular instance is debasement. And speaking for myself, I would rather have...
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NYee
Jun 20, 20224 min read
Inflation is Still Misunderstood
Sick of hearing about inflation yet? Not us. And we’ve been talking about it for a while! Well, we always talk about it, because growth...
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NYee
May 24, 20224 min read
The Buffett Paradox aka Do You Really Understand What You Own?
In investing an index is a way to measure the performance of a group of stocks, and the S&P 500 index (the 500 largest companies in the...
220
NYee
May 3, 20223 min read
Entrepreneurs & Enrollment
If you look around your world you’ll see a lot of attention given to systems of enforcement. We see it in education with the...
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