Investing can be uncomfortable. You rarely make money ‘how’ you want to.

David Ricciardelli

September 28, 2020

Investors often struggle with the contrast of what they believe should happen, what they think will happen, and how actual events are perceived. Investing in what should happen is more comfortable tha...

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Markets have rallied. What’s next?

David Ricciardelli

August 30, 2020

Another bullish argument for equities from Howard Marks, recent developments in COVID-19 testing, and an examination of the risks posed by the 2020 US Presidential election.

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Reflections on management and leadership in capital markets

David Ricciardelli

June 18, 2020

Thoughts on management and leadership with in a capital market business. The game repeats so doing the right thing!

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Thoughts on Lionel Shriver's The Mandibles

David Ricciardelli

June 16, 2020

Some thoughts on Lionel Shriver's The Mandibles. If you're looking for something to read or listen to the Books section of my website has some suggestions for you.

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This market is bananas! B-A-N-A-N-A-S! A bull market thesis

David Ricciardelli

June 08, 2020

The bifurcation between ‘smart money’ and ‘dumb money’ on the market direction has never been more pronounced. Enjoy a bull market thesis.

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Thoughts on Tim Ferris' The 4-Hour Workweek

David Ricciardelli

May 28, 2020

Some thoughts on Tim Ferris' The 4-Hour Workweek. If you're looking for something to read or listen to on investing, leadership, or self-improvement, the Books section of my website has some suggestio...

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