Behavioral, Investing, Dataviz, Aviation David Keller Behavioral, Investing, Dataviz, Aviation David Keller

On Driving in Italy

We've fallen into a sort of daily routine for our Spring Break in Sicily.  Lazy morning at home, load the car up around 10:00, go exploring.  Lunch on the fly and a bonus gelato stop when we need a morale boost.  With very little English spoken, every step of this journey has been an adventure.  However, the most hair-rising and invigorating challenge has been driving in Sicily.

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Behavioral, Communication David Keller Behavioral, Communication David Keller

The Universal Language of Charts

My family and I are on Spring Break this week in Sicily.  We decided to go full immersion and rented a house in a small town outside of Palermo.  We travelled via Munich and had a couple days there to explore before heading to Italy.  As I had hoped and expected, we're learning so much about new people and places.  At the same time, we're learning a great deal about ourselves as well as the universality of the human condition.

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Dataviz, Sectors, Stocks David Keller Dataviz, Sectors, Stocks David Keller

Getting Your Head Around Amazon

"Amazon makes no sense," begins a recent article trying to grasp the impact of this one company on so many other companies and industries.  As Bloomberg points out, "Executives at the biggest U.S. companies mentioned Amazon thousands of times during investor calls last year, according to transcripts—more than President Trump and almost as often as taxes."

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Macro David Keller Macro David Keller

Slippery Signs from Junk Bonds

High yield or "junk" bonds are often a leading indicator for stocks as they gauge bondholders appetite for risk.  Although key high yield indices have held up in recent months, breakdowns in the two largest junk bond ETFs suggest further downside for the equity markets.

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Mindfulness David Keller Mindfulness David Keller

How Do I Keep Organized?

A good friend and former colleague of mine asked me how I keep organized.  The short answer: I work really hard at it and still feel I have a long way to go!  The long answer: my approach involves a mix of insights I've gathered from books, planners, people I respect.

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Those who can not remember the past are condemned to repeat it.
— George Santayana