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.

  • When to stand and when to shift

    In investing, there are going to be times when you should be at odds with the market and times when you should not. Knowing when you should be different is an important question to ask and, from our perspective, should be informed by your goals and principles.

    March 1, 2017

  • Story time

    While studying the stories of historical success is obviously an important part of learning, the approach also brings with it investing pitfalls to be aware of. One such pitfall is narrative bias.

    February 22, 2017

  • Let it land

    In our efforts to express ourselves and to be heard we often hamper our ability to fully listen and discern. In order to see the big picture and respond to stimulus most effectively it’s important to first “let it land.”

    February 15, 2017

  • Why emerging markets?

    Given the volatility and risks generally associated with emerging markets, some may ask “why there and why now?” There are a number of reasons...

    January 31, 2017

  • 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