My experience includes international banking, corporate development, strategic consulting and turnaround management. I received my MBA in finance and international business from The Wharton School.  I stumbled into the action sports business in 1990 as snowboarding was taking off.  I was a manager, investor and consultant in what’s now the active outdoor business for 30 years and wrote the long running MarketWatch column.  I’ve refocused on my lifelong interest in macroeconomics, political economy, history and its cycles, and debt and funds flow.  Pretty sure you’ll hear things on my new and improved site you don’t hear anywhere else.  And don’t worry- I haven’t forgotten my action sports roots.

Latest Posts

50 minutes ago

I believe in the concept of the Federal Reserve being independent. I don’t like the idea of Trump (or

3 days ago

Richard Cantillon’s “Essay on the Nature of Trade in General” will resonate with you. He was one of the

7 days ago

Harvard Business Review, May 2002. Interestingly enough, trying harder is a problem when the business environment changes because of the

1 week ago

Many years ago, I wrote a Market Watch column on branding.  I opined that the importance of brands might be

Get Notified of New Posts

I expect to post Market Watch type articles once a month and shorter pieces that may be links, charts, quotes, other’s articles or a short thought every week. You will be notified when a new Market Watch article is posted. Maybe occasionally, you’ll get a list of the new shorter links. I actually think they will be valuable, a good source of perspective, and often surprising. You might check and see what I’ve posted occasionally. Thanks for reading.

Let Me Hear From You

I was always disappointed with how little feedback I used to get. Please make it different this time. Tell me when you think I’m wrong (which, from time to time, is likely to happen). My ego can take it, and it usually makes for the best conversations. The perspective of people who disagree with me is welcome and very valuable. Call or email me to discuss a particular business problem. I’ll learn as much from you as you will from me. Still doing a bit of consulting if it comes my way and feels like I can be helpful, but there’s never a charge to talk. It’s no longer about making money.