by Erik Kobayashi-Solomon | Sep 7, 2018 | Commentary
Listening to investing practitioners and pundits talk, the lay person might get the impression that investing is a rational application of microeconomics and mathematical principles. This impression is false. The…
by Erik Kobayashi-Solomon | Aug 30, 2018 | Commentary
Yesterday, I spent the day at the Midwest IDEAS Conference sponsored by Three Part Advisors, and held at the Gwen Hotel in the City of Big Shoulders, Chicago, Illinois. Three…
by Erik Kobayashi-Solomon | Aug 28, 2018 | Commentary
Poker players must have smiled when the great investor, Warren Buffett, quoted one of their aphorisms in a 1987 investor letter. “If you are sitting at a poker table for…
by Erik Kobayashi-Solomon | Aug 28, 2018 | Knowledge Base
The way we measure and manage leverage is very different — and we think immeasurably better — from the way those in the trading community do. The vital topic of…
by Erik Kobayashi-Solomon | Aug 28, 2018 | Research
Over the past few weeks, I’ve been working hard pulling together an online course about a topic that is vital for intelligent option investors to understand: leverage. Most of the…
