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When It’s Time To Do Something

The Department of Homeland Security created terrorism warning codes after 9/11. The idea was to attach a label on the level of risk faced at a given moment. There was yellow (significant risk), orange (high risk) and red (severe risk).

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Things I’m Pretty Sure About

A few things I’ve been thinking about lately …

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Wild Expectations

Expectations were not high for Harry Truman when he became president in 1945.

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What We Learned This Year

This was a big year for Collaborative Fund.

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Investing Ideas That Changed My Life

You spend years trying to learn new stuff but then look back and realize just a few big ideas changed how you think and drive most of what you believe.

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A Day in the Life of Collaborative Fund

Time flies.

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Rational vs. Reasonable

I’m going to explain why it’s OK to make irrational investment decisions. First, a story about a guy who won the Nobel Prize for infecting syphilis patients with malaria.

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An Interpretation of Stated Odds

100% odds: Either accurate and nothing you can do about it or inaccurate and self-deluded.

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Drip, Drip, Drip

“This year,” says the narrator, “thanks to Hitler and Hirohito, taxes are higher than ever before. Will you have enough money on hand to meet your payments?”

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Selfish Writing

Howard Marks’ book The Most Important Thing has sold three-quarters of a million copies. I don’t know what the list of all-time best-selling investment books looks like, but that is up there.

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