Independent thinking,
clearly published.
Research, monthly commentary, quarterly perspectives, and the complete Other Side publication archive.
June 2026: Recalculating..
Recalculating If you’ve driven anywhere unfamiliar in the last decade, you’ve probably had the same experience. You enter a destination into your GPS, pull out of the driveway, and begin following the route. A few mil…
June 26, 2026
Working with outdated maps!
Working with outdated maps Many of our readers know that after spending most of our lives in New Jersey, my wife and I eventually moved down to Raleigh, North Carolina in 2012. What many don’t know is how we actually…
May 23, 2026
Q1 2026: The board didn’t change; the position did!!!
The Board Didn’t Change… The Position Did Last month, we framed the environment through a game of chess … not because markets are a game—but because the analogy holds: The outcome is rarely determined by a single move…
April 29, 2026
The move Everyone misread!
The move everyone misread In 1997, Garry Kasparov—the best chess player in the world—sat down across from a machine: IBM’s Deep Blue. Kasparov wasn’t just a champion—he was the champion. The consensus from commentator…
March 25, 2026
Crosswinds in March!
Crosswinds in March March 12–15, 1993 … The “Storm of the Century” … also known as the Great Blizzard of ’93! A group of close friends and I were driving down I-95 from the University of Connecticut to Daytona Beach,…
February 28, 2026
Q4 2025: Feelings often lag Reality!
Always darkest before the dawn There’s an old saying that it’s always darkest before the dawn. Not because the night suddenly gets worse, but because human perception is at its weakest just before conditions begin to…
January 27, 2026
December 2025: Odometer vs. Speedometer!
Odometer vs. Speedometer! Most people don’t drive by staring at the odometer … they watch the speedometer. The odometer tells you how far you’ve gone. The speedometer tells you what’s happening now. Markets work in a…
December 31, 2025
November 2025: The data went dark…NOT REALITY!
Forty-three days … no scoreboard There’s something uniquely American about shutting down the government for more than 40 days … only to emerge with the exact same deal you could have signed before shutting the entire…
November 30, 2025Let’s look at your position from the other side.
A conversation, not a sales pitch. Bring your questions; we’ll bring all sides of the story.
Schedule a Conversation →