The Art of Boring™ was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

  • Beyond a reasonable doubt

    Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.

    January 25, 2017

  • The worst lover in the world

    In 2008, hedge fund manager Guy Spier sat in front of Warren Buffett at a charity lunch. According to Spier, Buffett asked him a question he would never forget...

    January 18, 2017

  • Keeping up with the cloud

    As the cloud gains momentum, there are several changes to business models and to the competitive landscape in general that we believe are worth watching.

    December 7, 2016

  • Remember Virginia

    The flaw in polling models is that they are ill-equipped to respond to real time information as election results come in. This became very apparent on election night.

    November 16, 2016

  • Aftermath

    While the election results have not destabilized markets—a good thing—it is nevertheless a meaningful event for investors.

    November 9, 2016

  • Dead brush

    Like a forest that hasn’t caught fire in a while, we notice quite a bit of dead brush. Any jolt of investor sentiment and we may be in for a clearing.

    November 7, 2016

  • Out of air

    Effective risk management relies on one’s nerves being steady—and the answer is to practice.

    October 26, 2016