The Stew Archives - Page 7 of 9 - Holdun
Lessons from Babysitting, Part 2

Lessons from Babysitting, Part 2

Last month, while I was babysitting my four-year-old grandsons alone, it suddenly occurred to me that if something happened to me, the boys were totally unprepared to handle the situation. So, in order to quell my rising anxiety, I sat them down and drilled into them...
Lessons from Babysitting, Part 1

Lessons from Babysitting, Part 1

This month’s blog was slightly delayed as I was babysitting my four-year-old grandsons in Vancouver. My instructions were threefold: 1. Make sure you run them. 2. Keep on running them. 3. Don’t stop running them. Recognizing I was alone, I had to develop a...
Reflections on Long-Term Investing

Reflections on Long-Term Investing

Long term investing is the process of buying and holding investment securities you believe will compound investor wealth indefinitely into the future. “The single greatest edge an investor can have is a long term orientation.” Seth Klarman Individuals have the luxury...
Know When to Hold’em, Know When to Fold’em

Know When to Hold’em, Know When to Fold’em

No wonder this has been a difficult year, even the so-called experts don’t know when to HOLD’EM. The chart below illustrates that in the ten months since Royal Bank of Scotland analyst, Andrew Roberts issued his headline-making call to “sell...
Gentlemen Prefer Bonds (Or Is It Blondes)

Gentlemen Prefer Bonds (Or Is It Blondes)

Bond yields are low, historically low. Yields on government bonds in the U.S, Europe, Japan and beyond are at seriously depressed levels. Even corporate bonds are reaching multi-decade lows as more investors pour into this asset class. Extremely low interest rates are...
Creating an Enduring Legacy

Creating an Enduring Legacy

I recently finished reading a very interesting book (“Dictator”) on the life of the Roman statesman Cicero. Here was a man from lowly origins who used his brilliant intellect and oratorical skills to rise meteorically through the Roman political system and be elected...