We are a fee-only Registered Investment Advisor (RIA) based in Dallas, TX.  We provide an alternative investment strategy for both Main St. Investors and High Net Worth individuals.  

Blog Posts in The Lighter Side



I just saw the movie Moneyball this weekend and I have to say the filmmakers did a better than decent job of telling the remarkable story of Billy Beane and how his unconventional methodologies built a severely underpriced MLB contender. There was no possible way for them to fit the entire story into a 2 hour film which will not prevent me from uttering the words so often uttered by those posing to be intellectually superior and say, “I liked the movie…but the book was better.”Read more

The End (of Wall Street’s Boom) by Michael Lewis

Michael Lewis recently wrote an article appearing in Conde Nast’s Portfolio.com titled The End which details the root cause of the credit crisis and the ensuing collapse of Wall Street firms like Morgan Stanley and Merrill Lynch. It is a must read by all. When I shorted financials starting in April of ’07, I did not realize how bad things really were, I just knew that whatever the investment banks were doing was not sustainable. I had no idea how the mortgage/CDO market became so enormous and so out of whack. This article does a remarkable job of explaining how such a massive dislocation happened and why. You can read The End of Wall Street’s Boom by clicking on the link.Read more