This is a first real blog post. The goal is to help folks understand what drives my thoughts.
I like to think of myself as a logical person. I try to let evidence drive my positions on key issues. Climate change, politics, economics – you name it – I would prefer to have a position that has the backing of the scientific method.
In investing, people often refer to this as evidence-based investing (no big surprise). The surprise comes when one listens to the chit-chat of others through an evidence filter. Much of the common wisdom you hear is not wisdom at all, but only optimistic aspirations. Stick with proven (able to stand up to peer review) strategies and your journey through the investment world will be much more pleasurable.