by Jason Apollo Voss | 15 06 2015 | Best of the Blog, Blog
In response to the Great Recession, central banks continue to engage in massive monetary stimulus to artificially depress the costs of capital. Many commentators have expressed concerns (and I concur) about the inflationary forces they believe must naturally be...
by Jason Apollo Voss | 12 05 2015 | Best of the Blog, Blog
Prior to entering graduate school almost 20 years ago, I had a very important phone conversation with an analyst at the Dreyfus Founders Funds, Chuck Reed. That brief phone conversation changed my focus in graduate school — and hence my life. One of the questions I...
by Jason Apollo Voss | 07 04 2015 | Best of the Blog, Blog
In another era, Benjamin Graham, one of history’s greatest investors, opined in The Intelligent Investor about the importance of including a margin of safety in assessing the quality of any investment: “to distill the secret of sound investment into three words,...
by Jason Apollo Voss | 06 01 2015 | Best of the Blog, Blog, Skills That Separate You as an Investment Manager
For nearly a year now I have been discussing skills that separate you as an investment manager. Wide territory is covered in other articles in the series, ranging from introspection to scaling. Context creation, this month’s subject, takes advantage of intuition,...
by Jason Apollo Voss | 09 12 2014 | Best of the Blog, Blog, Intuitive Assessment
In last month’s piece on intuition I shared tips on how to tune into intuitive sensations. Specifically I focused on the importance of distinguishing between specific consciousness and its emphasis on naming and quantifying sensations, and holistic consciousness and...
by Jason Apollo Voss | 18 11 2014 | Best of the Blog, Blog, Skills That Separate You as an Investment Manager
Previous editions of this series on Skills That Separate You as an Investment Manager have focused on introspection, creativity, intuition, decisiveness, absolute vs. relative decision making, forthrightness, and discernment. This month’s edition is about a powerful...
