“There can be few fields of human endeavor in which history counts for so little as in the world of finance. Past experience, to the extent that it is part of memory at all, is dismissed as the primitive refuge of those who do not have the insight to appreciate the incredible wonders of the present.”
John Kenneth Galbraith
Economist and Financial Historian
Why should I subscribe?
The free newsletter will help you forecast the potential consequences of current financial events by revealing the outcomes of similar events throughout history. On average, subscribers receive 1-2 newsletters per month.
Why is this newsletter credible?
The content for the newsletter draws heavily from my book, Investing in U.S. Financial History, which was published February 27, 2024. The book is the culmination of a 3 1/2-year research effort to document the full financial history of the United States from 1790 through 2023.
What will I learn?
The newsletter explains current events by comparing them with similar episodes from the past. For a sample of past newsletters and research papers that demonstrate how the past can be used to demystify the present.
What are the author’s qualifications?
Prior to writing Investing in U.S. Financial History, I served as an investment consultant at RVK, Inc. for more than 12 years, where I advised institutional investment plan trustees that had collective oversight over more than $60 billion. Over time, I became increasing skeptical of the standard practices employed by investment consulting firms, as they seemed to be driven by a deep-seated, unspoken conflict-of-interest at the heart of the business model itself. In the midst of these discoveries, I was also surprised that there was no comprehensive book recounting the full financial history of the United States. Given my background in research and writing, I decided to take a shot at filling this gap. After 3 1/2 years of exhausting research, Investing in U.S. Financial History was published on February 27, 2024.
Since publishing Investing in U.S. Financial History, I have written multiple articles for the Museum of American Finance’s Financial History magazine and the CFA Institute’s Enterprising Investor. I also serve as a member of the Museum of American Finance’s Editorial Board.
In terms of my academic background, I graduated from Georgetown University Phi Beta Kappa and Magna Cum Laude with a bachelor's degree in English and Psychology. I also received an MBA from the Darden School of Business at the University of Virginia, and I am a CFA charterholder and CFP® practitioner.
